FINANCIAL ADVICE FOR TECH EMPLOYEES
STRATEGIC PLANNING. INTELLIGENT INVESTING. ACCELERATE YOUR DREAMS.
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OUR FOCUS
Helping employees of technology companies maximize their equity compensation, employer benefits and accelerate their financial progress.
SPECIALIZED EXPERTISE TO PROVIDE CONFIDENCE YOU’RE ON TRACK TO REACH YOUR GOALS.
THE CORDANT WEALTH ADVANTAGE
Transparent and Objective - Peace of mind that your wealth is being optimally managed.
Focused on You - Benefit from a team specialized in working with Tech Employees like you.
- Fee Only
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- Fiduciaries
WHO WE SERVE
We help technology employees gain the confidence they're on track to reach their financial goals.
Mid-Career
“You work hard to grow your wealth. We’re here to help you optimize it.”
Retirement Transition
“Transition with confidence to the next phase of life. Whenever you're ready.”
Retirees
“Build a stream of income that lasts a lifetime. From taxes to portfolios, we can help.”
WEALTH MANAGEMENT INSIGHTS
Get the latest information on investment solutions and planning your finances
5 WAYS TO OPTIMIZE YOUR EMPLOYEE BENEFITS
The Ultimate Guide to Tech Compensation
Are you a Tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.
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