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?
Serving Employees of the World's Leading Tech Companies including:
Other Tech Companies
TRANSPARENT AND OBJECTIVE
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.
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.
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
Getting to know
Creating clarity regarding where you want to go and where you are
Creating your Wealth Action Plan
Implementing your portfolio strategy
Year 1 & Beyond
Regular review meetings and tax planning sessions