A Family Approach —
Giordano Wealth Management Group
Welcome to Giordano Wealth Management Group. We are a full service investment firm located in Los Gatos, CA, serving the surrounding communities of Saratoga, Campbell, San Jose, and the San Francisco Bay Area. We are dedicated to enriching the lives of the families we serve from one generation to the next. Our financial advisors take the time to thoroughly understand your unique circumstances, goals and wealth management philosophy, providing professional service that helps to ensure your best interests remain at the forefront in all decisions made and actions taken.
Our experienced and knowledgeable team earns your confidence by listening to you, responding to your needs, communicating opportunities and guiding you and your family members along the path toward financial prosperity.
With a focus on family and community, Giordano Wealth Management Group strives to build relationships based on mutual trust and understanding to help ensure that our neighbors and friends can pursue their financial goals with confidence.
We invite you to explore our website and see just what the Giordano Wealth Management Group is all about.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Simple steps may help you foil hackers and protect your privacy.
A few strategies that may help you prepare for the cost of higher education.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This worksheet can help you estimate the costs of a four-year college program.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.