A Family Approach —
Giordano Wealth Management Group
Welcome to Giordano Wealth Management Group. We are a full service wealth management 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. We 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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government money spends your tax money.
Knowing your options when a CD matures can help you make a sound investment decision.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A letter of instructions provides additional and more personal information regarding your estate.
There are things about Social Security that might surprise you.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement