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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 the Silicon Valley, including 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.

 

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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