Giordano Wealth Management Group

CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Our Process


"Our goal is to deliver honest and comprehensive services tailored to your personal needs.  Using our experience, resources, independent research, and technology, we develop an investment strategy to help you achieve the objectives identified in the financial plan with the least amount of risk possible."

 

We believe in evaluating our clients' investment timeframes and then determining the best course of actions based on all factors financial planning as the starting point for portfolio design.


DISCOVER

What is your current situation?

What are you trying to plan for?

Where is the gap?

DISCUSS

Cash flow projections

Areas that need attention

Customized investment strategy

IMPLEMENT AND REVIEW

Consolidate assets

Affirm portfolio strategies

Review financial plan and investments annually

Discuss life events as appropriate


COMPLIMENTARY PORTFOLIO RISK ANALYSIS

Riskalyze is a tool that quantitatively measures the risk quotient of your portfolio by utilizing a Nobel Prize for Economics winning scientific framework.