Skip to main content

     

  • About Us
    • Who We Serve
    • Our Promise
    • Your Team
    • Community Partnership
  • Our Services
  • Blog
  • Events 
    • Woof-a-Palooza 2019
    • Wine and Women 2019
  • Client Login
  • Contact Us

    You are here

  1. Home
  2. About Us
  3. Who We Are

Who We Are

iStock-1144178813.jpg

 

Supporting Clients Through All Life Stages

Our clients come from many backgrounds and life stages, but they have one key trait in common: They want a true financial partner. Rather than receive off-the-shelf recommendations and standard service, they desire (and deserve!) personalized, lifelong guidance to help pursue their goals.

Whether you are launching your career or have enjoyed retirement for years, we can help you make the most of your life today — and plan for what lies ahead. We’ll work with you to answer your most pressing questions, while providing a caring hand at each step in your journey.

 

iStock-998453038.jpg

Early Career: Build a Strong Foundation

  • How do I balance savings and expenses?
  • How can I support my family’s needs today — and decades from now?
  • How should I approach my debt?

Learn More

 

iStock-998453038.jpg

Mid-Career: Maximize Your Opportunities

  • Am I on track and making the right choices?
  • How do I balance so many competing priorities?
  • How much should I save for retirement and my children’s education?

Learn More

 

iStock-998453038.jpg

Pre-Retirement: Prepare for Change

  • When can I retire without sacrificing my lifestyle?
  • Do I need to be saving more than I am today?
  • Am I prepared to cover healthcare costs in retirement?

Learn More

 

iStock-998453038.jpg

Retirement: See the Fruits of Your Labor

  • Do I have enough money to enjoy my retirement?
  • Am I taking the right amount of investment risk?
  • What legacy do I want to leave?

Learn More

As your financial steward, we are here to help you build the life you desire.

Contact Us

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. The advisors associated wtih this website are registered represenatives of and securities offered through LPLFinancial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC (SWAG), a registered investment advisor. SWAG LLC and Giordano Wealth Management Group are separate entities from LPL Financial. This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, HI, NV, NH, NM, NY, NC, OH, OR, TX, UT, VT and WA. No offers may be made or accepted from any resident outside the specific states referenced. © Copyright 2017. Giordano Wealth Management Group - All rights reserved.

© 2019 Giordano Wealth Management Group. All rights reserved.

Website Design For Financial Services Professionals