Cordant Wealth Partners is a financial advisory firm based in Portland, OR, specializing in providing comprehensive wealth management services to tech employees. With a focus on optimizing equity compensation, lowering taxes, and making work optional, their team of experts offers specialized expertise and transparent pricing to help clients reach their financial goals.
They cater to tech employees with complex compensation and a minimum of $500k in assets, offering personalized financial planning, estate and legacy planning, risk management, tax planning, diversification investing, and more. Cordant Wealth Partners is committed to providing confidence and guidance to tech employees throughout their careers, from mid-career wealth growth to retirement transition and beyond.
Generated from the website