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 maximizing equity compensation and helping clients lower their taxes, Cordant Wealth Partners offers specialized expertise and transparent pricing to ensure clients are on track to reach their financial goals.
The team at Cordant Wealth Partners is dedicated to serving tech employees with complex compensation and a minimum of $500k in assets, offering personalized financial planning, investment diversification, and tax and insurance planning. Whether clients are mid-career, transitioning into retirement, or already retired, Cordant Wealth Partners provides the guidance and support needed to optimize wealth and build a stream of income that lasts a lifetime.
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