Giordano Wealth Management Group

CONNECT

Address:


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

Phone:

(408) 354-5554

Why Us


OUR CLIENTS CHOOSE US BECAUSE OF OUR EXPERIENCE

 

HOLISTIC APPROACH

We coordinate all aspects of our clients' financial life, including portfolio management, tax planning, and estate planning. We serve as a financial advocate and communicate with our clients' tax professionals and attorneys.
 

FIDUCIARY RESPONSIBILITY

We always put our clients' interests first and act in a fiduciary role at all times. We offer a simple and transparent fee structure that is competitive and easy to understand. There are no hidden fees or charges.

 

EXCEPTIONAL SERVICE

We know that many of our clients have busy and sometimes hectic lives. We commit to an exceptional level of personalized, proactive service for every client with the objective of giving our clients more time to do the things that matter to them most.


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.