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 pursue 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!