Giordano Wealth Management Group

CONNECT

Address:

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

Phone:

(408) 354-5554

Our Services


HOW WE ARE COMPENSATED

We charge a single, all in advisory fee, which is based on the value of the assets that we manage for you.  Our fees are calculated on a quarterly basis, covers all of our financial planning services, portfolio trading costs, ticket charges, regular portfolio rebalancing, tax loss harvesting and face to face meetings with your advisor.  Our fee is simple and transparent and is not dependent on the investments we recommend, nor the advice we offer.   This straightforward fee structure aligns your best interests with ours.  



FINANCIAL PLANNING

Comprehensive Financial Planning

Retirement Income Planning

Cash Flow Modeling

Social Security Income Strategy

Required Minimum Distributions

PORTFOLIO MANAGEMENT

Custom Portfolio Management

Socially Responsible Portfolios

Investment Risk Exposure Analysis

Concentrated Position and Diversification

Tax Efficient Strategies

Tax Loss Harvesting

ESTATE PLANNING

Estate Plan Review

Beneficiary Designation

Account Re-Titling

Legacy Planning

 

 

TAX PLANNING

Net Unrealized Appreciation Analysis

Exchange Funds

Employee Stock Option Analysis

Charitable Giving Strategies

Family Limited Partnerships

 

INSURANCE PLANNING

Insurance Needs Assessment

Life Insurance Policy Analysis

Long Term Care Insurance

Access to Multiple Providers

 

ADDITIONAL SERVICES

Education Planning

Securities Backed Line of Credit

Coordination with Estate Attorneys, Tax Professionals, Realtors, and Mortgage Brokers