As a client of the Giordano Wealth Management Group, you will have a dedicated advisor who serves as your relationship manager and primary point of contact. They will work closely with you to define and accomplish your goals as they develop over time.
At GWMG, while we value individual relationships, we believe we are stronger as a team. Within our team dynamic, we endeavor to streamline our communication and expand our support, so our entire staff is available to help you.
Because of this approach, any team member can help process portfolio contributions or distributions, schedule calls or reviews, or access your online portal. Both Chris Giordano and Allegra Swan can take trading instructions or place trades on your behalf, regardless of who your dedicated advisor is. In this way, our service is both personalized and accessible.
We value your trust in us, and in turn, look forward to serving you both individually and as a collective!
Our advisors are here to help you build a path toward the financial future you desire. They can answer your questions related to investment- and financial planning — and provide guidance through every life event. Their support reflects your specific needs, circumstances, values, and goals.
Our administrative professionals handle most of the operational and administrative support to our advisors. Their work includes helping to gather information used to develop financial plans, schedule client reviews, and administer accounts.
Our portfolio consulting team work directly with our advisors to design optimal investment portfolios for our clients.