THE CORDANT WEALTH DIFFERENCE

SPECIALIZED EXPERTISE IN HELPING YOU MANAGE YOUR EMPLOYER BENEFITS

As a Tech employee, you work hard to grow your wealth. We’re here to help you make the most of your income, stock compensation and employer benefits, so you can gain the confidence you're on track to achieve your goals.

We find that many Tech employees have the following questions:

  • Am I fully optimizing the benefits available to me?
  • How much risk should I be taking with my investments?
  • I’m getting killed by taxes. Is there a way to minimize them?
  • How do I make smart decisions when it comes to paying for college, buying a second home, considering a new job, and all of the other financial decisions that come up in life?

TRANSPARENT AND OBJECTIVE

Fiduciaries

We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients.

Fee only

As a fee-only advisor with a transparent fee structure, we do not sell any products and are compensated solely for the advice we provide.

Independent

We are free to structure our business in the way that best serves our clients, not constrained by the whims of a Wall Street bank.

As Seen In:

Our Process: The Cordant Clarity ExperienceTM

Introductory

Getting to know
each other

Discovery

Creating clarity regarding where you want to go and where you are

Design

Creating your Wealth Action Plan

Execution

Implementing your portfolio strategy

Year 1 & Beyond

Regular review meetings and tax planning sessions

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