Giordano Wealth Management Group

CONNECT

Address:

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

Phone:

(408) 354-5554

Who We Serve


 

INDIVIDUALS AND FAMILIES

These clients want to protect what they have today, and grow it for tomorrow. They have future generations and a legacy in mind. They seek comfort in knowing they have taken the right steps to secure the future.

 

 


CORPORATE EXECUTIVES & PROFESSIONALS

We understand the spirit and drive of a more aggressive investor. We provide balance and perspective. For this group, our financial savvy and long-range vision have great value. Ownership in a firm adds complexity to one’s financial life. New partners must now manage cash to meet quarterly tax payments in anticipation of annual distributions. Executives with stock options must balance diversification with their firm’s ownership requirements. The GWMG makes sure these clients make the most of their opportunities.

 


WOMEN

Often wealth management tends to focus on men. At the GWMG, we understand that women can face unique challenges and are attuned to the female perspective and provide wealth management that focuses on their particular financial planning concerns. We advise affluent women who are seeking financial guidance and advice. We also advise women who are experiencing one of life’s many transitions and help women understand their wealth and navigate their future.

 


 

 

MULTIPLE GENERATIONS

Families with three or four generations of wealth have unique situations. Along with wealth management, these clients often benefit from wealth counseling to handle family dynamics of inheritance.