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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
    • Beyond The Crisis
    • Monthly Newsletter
  • 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
    • Beyond The Crisis
    • Monthly Newsletter
  • 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

The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision

**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.** Today we are going to tell you everythin...
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SERPLUS or Mega Roth? Prioritizing Two of Intel's Tax-Preferenced Savings Opportunities

Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other ta...
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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it's undoubtedly true with investing. However, despite the unpredictab...
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The Impact of Relative-Owned 529 Plans on Financial Aid

While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the nece...
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Navigating Medicare's Annual Enrollment Period

Every year, we get a lot of questions about Medicare open enrollment and who is eligible to make changes to their coverage.  Below is a guide to help you navigate some of the questions we are frequently asked. When is Medicare open enrollment for 2021 coverage? The ...
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How Much Company Stock Should I Hold? (Part 2 of 2)

This post is part two of ‘How Much Company Stock Should I Hold?’ In this article, we dive deeper into two areas: If you hold company stock, what form of equity compensation is the best to own, and How to maintain your desired allocation over time What Typ...
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What's Your Benchmark?

How did the market do today? Whether it’s NPR, the Wall Street Journal or small talk with your neighbor, most conversations about the stock market and economy inevitably reference either the Dow, NASDAQ or S&P 500. But are they appropriate measurements? What do they actually track? And most import...
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Umbrella Insurance - Is It Right For Me?

This year has been a painful reminder to always plan for the unexpected. As it relates to personal finances, one could use this lesson to revisit the riskiness of their investments (i.e. stock vs bonds), the amount of cash set aside for emergencies or tweak the month...
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How Much Company Stock Should I Hold? (Part 1 of 2)

Chances are if you work in the technology industry, part of your compensation will include company stock. We’ve written about various forms of equity compensation before (RSU’s here and here, ESPPs here and here, Stock Options here) but today we want to address a qu...
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DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? THREE CUMULATIVE FACTORS TO CONSIDER – (PART 2 OF 2)

As with most financial decisions, when it comes to refinancing a mortgage there are near-term costs and benefits and long-term costs and benefits. In Part 1, I reviewed a four-step framework as a starting point to determ...
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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

The Intel Pension Plan: Understanding the Major Change...

December 11, 2020

SERPLUS or Mega Roth? Prioritizing Two of Intel's Tax-...

December 3, 2020

Intel SERPLUS Elections 2020: 4 Steps to Consider Give...

November 20, 2020

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Get in Touch:

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

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