Choosing a financial advisor can be one of the most important decisions you make. We recognize the trust you place in us when you become a Giordano Wealth Management Group client — and we focus on exceeding your expectations in each interaction. We do things a bit differently, and that's the way we like it!
From our first meeting and through every stage in your life, we promise to support you with:
Long before we make any recommendations, we will work with you to define exactly what you hope to accomplish in your life. These goals will inform your financial plan, which guides every aspect of our wealth management support.
We coordinate all aspects of our clients' financial lives, including portfolio management, tax planning, and estate planning. We serve as your financial advocate and communicate with your tax professionals and attorneys, as well.
We manage our clients’ portfolios in house, because we believe in direct involvement and oversight over what you own. Our investment and advisory teams work together to seek investments that truly fit your goals and financial plan.
We always put our clients' interests first and act in a fiduciary role at all times. We offer a simple, transparent fee structure that is competitive and easy to understand. You don’t have to worry about hidden fees or charges.
We know that your time is precious and your commitments are many. Through our personalized, proactive service, we strive to give you confidence in your financial foundation and more time to enjoy your life.