Our Promise- Revised

 

 

Our Promise 

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. 

 

 

From our first meeting and through every stage in your life, we promise to support you with:

Thoughtful Planning

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.  

Synchronized Guidance

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.

Hands-On Investing

We manage our clients’ portfolios in house, because we believe you 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.

Fiduciary Responsibility

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.

Exceptional Service

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.

To build a life and legacy that truly reflect who you are, you need a team that cares to knows you. Contact Us to learn more about how we can help you find the financial guidance you need.