Our clients come from many backgrounds and life stages, but they have one key trait in common: They want a true financial partner.
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.
Complete Support For Your Financial Life
Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and families we support, balancing ambitious objectives and complicated finances is often a key priority. With Giordano Wealth Management Group, you can find the answers and guidance you need — with ongoing support that frees you to spend time enjoying your life.
Objective: Build a strategy for pursuing the goals that matter most to you.
- Comprehensive Financial Planning
- Cash Flow Modeling
- Retirement Income Planning
- Social Security Claiming Strategies
Objective: Select investments that bring your financial plan to life.
- Custom Portfolio Management
- ESG Screens for All Portfolios
- Investment Risk Exposure Analysis
- Concentrated Position and Diversification
- Tax Efficient Strategies
- Tax Loss Harvesting
Objective: Help you share your wealth and values with future generations.
- Estate Plan Review
- Wealth Transfer Strategies
- Wealth Preservation Strategies
Objective: Comprehensive, proactive tax planning to help you increase your tax savings.
- Advanced Tax Strategies
- Coordination with CPAs/EAs/Tax Professionals
- Employee Stock Option Analysis
- Charitable Giving
Objective: Protect your family and manage financial risk.
- Life Insurance
- Long Term Care Insurance
- Policy Analysis and Evaluation
- Advanced Strategies for Wealth Transfer and Estate Planning
Objective: Congratulations on your Company's recent IPO. We are here to help you with any questions or concerns you may have.
- Financial Planning
- Tax Planning
- Stock Option and RSU strategies and analysis
- Complimentary phone consultation
Ready to start on your journey to financial freedom? Get in touch with us to see how we can help.
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