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503-621-9207

Cordant Wealth Partners

Financial Advisors in Portland, OR

  • What We Do
    • Financial Clarity
    • Financial Planning
    • Estate & Legacy Planning
    • Risk Management
    • Portfolio Management
    • Tax Planning
  • Who We Serve
    • Corporate Employees
    • Intel Employees
    • Business Owners
    • Retirees
  • Why Choose Cordant?
  • Our Team
    • Join Our Team
  • Wealth Management Resources
  • Get In Touch
  • What We Do
    • Financial Clarity
    • Financial Planning
    • Estate & Legacy Planning
    • Risk Management
    • Portfolio Management
    • Tax Planning
  • Who We Serve
    • Corporate Employees
    • Intel Employees
    • Business Owners
    • Retirees
  • Why Choose Cordant?
  • Our Team
    • Join Our Team
  • Wealth Management Resources
  • Get In Touch

Building & Growing

Your personal definition of financial success is exactly that: personal. Being clear on what you want out of life begins with partnering with a team that understands you, your goals and dreams, and has the financial strategy to help you achieve them.

Meet our multi-disciplined team of financial experts

Lifestyle Changes

Because life always changes, your financial plan needs to change with it. Count on our team to be there by your side every step of the way, helping you make confident decisions in an uncertain world and through all of life’s transitions so you can achieve your goals.

Learn more about our integrated financial management approach

In Retirement

Planning for and transitioning out of the workforce and into the next phase of life is a tremendous change financially and emotionally. Our team is here to take the weight off your shoulders and preserve your assets in volatile times, so you can maintain the lifestyle you want to lead.

Learn about our strategies for maintaining wealth after retirement

Legacy Planning

While creating a financial plan for your lifetime is often your first priority, ensuring that plan works beyond your lifetime is just as important. Our team works with you to implement estate and charitable planning, so the ones you care about are provided for and your legacy makes a positive impact.

Create an enduring legacy with the experts

Why Choose Cordant?

 

Living in a world of greater financial responsibility and more noise also means having to deal with more stress. That’s where we come in. At Cordant Wealth Partners, we’re here to make life easier. We put a team of financial experts on your side to help you achieve financial clarity. We then help grow, guide and manage your wealth. So you can focus on what’s most important to you, and spend your time living your best life.

Discover the Cordant Difference

Who We Serve

Corporate Employees

By helping you clearly define your financial objectives we can optimize your company retirement programs and benefits, and help you sort through complex financial decisions like funding college, buying a second home, or assessing a new job offer—all while making sure you’re on track for retirement.
Move Towards Financial Success

Business Owners

You’ve worked hard to develop your idea and create a successful company. Our team will work hard to build and execute a plan that integrates the goals you have for your business, yourself and your family.
Align Business and Personal Objectives

Retirees

With our retirement planning process, you’ll have the confidence to pursue the retirement you dreamed of. And with us by your side balancing the risk and return in your portfolio and mitigating your tax responsibility, we help to reduce the worry along the way.
Maintain Financial Independence

What We Do

At Cordant, we focus on creating clarity for people to pursue their best life by eliminating financial stress. To do so, our team of experts works closely with you to understand your goals and your values and to design a purposeful financial plan that supports your personal vision of success, at every stage of life.
Start Living Your Best Life

Get Started with Our Free Wealth Management Resources

Generating Income From your Portfolio in Retirement (Part 1)

Last month I wrote a blog post entitled “The best plan you can stick with.” The purpose was to highlight the fact that, an investment strategy that makes all the sense in the world on paper may not be a good strategy if you can’t stick to it when faced with the em...
Read More

Intel Benefits Changes: Employee Stock Purchase Plan

At Cordant we have the opportunity to work with many current or former Intel employees. With this opportunity comes the responsibility of ensuring that their financial plans, planning strategies and retirement assets are up to speed with the ever-changing employee and r...
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The Best Plan (or Drive) You Can Stick With

The market downturn this past month reminded me of this podcast that I recently listened to while driving home and the question that followed. During the podcast, Cliff Asness, a well-known hedge fund manager and founder of AQR Capital Management, discussed investment s...
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'Tis the Season for Tax Loss Harvesting

In Portland, the seasons have changed. Local breweries boasting seasonal beers are now offering dark porters in place of pumpkin ales. Ugly Halloween costumes have been replaced by ugly sweaters. And while the season typically associated with Harvest is behind us, there...
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Insights on investing that can be learned from golf

Investing Insights from Golf

Golf is a stupid game. Yet I love it. The late Robin Williams sums it up here in this expletive ridden comedy sketch. My scorecard typically consists of the occasional birdie, a handful of pars, mostly bogeys and a hole or two that never make the scorecard.  Needless to say, I'm pretty average. Neve...
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planning for an experience is never the same as the actual experience

Preparation for Experience Does Not Equal Experience

A couple weeks ago, I vacationed with my wife and two kids in Santa Fe, New Mexico. It was truly a great vacation, and one where upon returning I felt like I had been gone much longer than a week. But one experience in particular stuck with me as it so poignantly differ...
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I changed My Passwords, my Credit is Frozen, What now? How can I be cyber-Secure?

“The drama's done. Why then here does any one step forth? — Because one did survive the wreck.” –The narrator, Ishmael, in Herman Mellville’s Moby Dick. If you weren’t concerned about cyber security at t...
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Getting Better Every Day

One of our firm's core values is continuous improvement—i.e., getting better every day. This post highlights the massive change that can result from a daily focus on improving and celebrates two members of the Cordant team living out this value and who have accomplished significant things this year. ...
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Rising rates don’t mean you should exit US Bonds

One of the great advantages of being a long-term investor is the luxury of checking out of the daily financial news cycle. Diversification and a long time horizon silences much of the noise. But, whether or not an individual can actually ignore the news cycle and short-...
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An Introduction to Healthcare Sharing Programs

“Change is the only constant in life.” There can be many different applications of the Greek philosopher Heraclitus’ words of wisdom, but one that is especially relevant to this blog post is planning for retirement.  For soon-to-be retirees, understanding how to ...
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As Seen in the Following Publications

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About Us

At Cordant Wealth Partners, we specialize in comprehensive wealth management for individuals, busy professionals and business owners with the goal of helping every client live their best life. Our team approach means you benefit from skilled financial advisors who manage wealth holistically and personally. Using clear direction, informed strategy and tactical expertise, we build a plan that is customized for you and delivers results at every stage of life. Our solutions are transparent and objective, so you have peace of mind that your wealth is being well managed.

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Blogs

Generating Income From your Portfolio in Retirement (P...

February 14, 2019

Intel Benefits Changes: Employee Stock Purchase Plan

January 31, 2019

The Best Plan (or Drive) You Can Stick With

January 17, 2019

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Get in Touch:

Phone:  503-621-9207
Email:  Info@CordantWealth.com
Address:  1211 SW 5th Ave #2310, Portland, OR 97204

Copyright © 2019 Cordant Wealth Partners - Financial Advisors in Portland, OR - All Rights Reserved
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What is Lorem Ipsum?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s.

  • when an unknown printer took a galley of type and scrambled it to make a type specimen book.
  • It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.
  • It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

Contact Our Team

Phone: 503-621-9207
Email: Info@CordantWealth.com