Helping You Live Your Best Life
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 well-managed.
Our services include:
Financial Clarity
Together, we’ll create your personal definition of financial success and clearly identify the financial goals for your living and estate objectives. Learn more about our Financial Clarity services.
Financial Planning
We develop a list of your short- and long-term goals backed by a strategy of how you’re going to use your money and other assets to achieve those goals. Learn more about our Financial Planning services.
Portfolio Management
From stocks to bonds and more, we manage your investments in many forms, matching them to your objectives while balancing risk against performance. Learn more about our Portfolio Management services.
Estate and Legacy Planning
We’ll help identify what you want to accomplish with your estate and then create a plan to bring that about optimally. Learn more about our Estate and Legacy Planning services.
Risk Management
We’ll help you protect what you have now and plan for any future events that could negatively affect your financial objectives. Learn more about Risk Management services.
Tax Planning
We’ll develop tax-planning strategies to help you postpone or avoid taxes so you can keep more of your money. Learn more about our Tax Planning services.
