Optimize your equity comp, make work optional

Cordant Wealth Partners is a team of experienced financial advisors committed to empowering tech professionals to achieve financial freedom and work optional. We understand the complexities of tech compensation packages and utilize a personalized approach to optimize your equity compensation, retirement plans, and investments.

What Sets Us Apart?

Our approach to wealth management revolves around transparency, independence, and fiduciary responsibility. We believe in clear communication and collaborative partnerships with our clients every step of the way. You'll always know the fees associated with our services and have direct access to your financial plan and performance.

1. Financial Planning and Investment Management

Comprehensive financial planning that considers your unique goals and concerns
Personalized investment strategies tailored to your risk tolerance and financial situation
Regular portfolio reviews and optimizations
Automated online access to your portfolio and performance data

2. Equity Compensation Optimization

Comprehensive analysis of your RSU, ESPP, and other equity-based compensation
Strategies to maximize the value of your equity awards
Tax optimization of your stock options

3. Retirement Planning and Transition

Guidance on optimizing your retirement contributions and investment strategies
Planning for a smooth and comfortable transition into retirement
Development of a comprehensive estate and legacy plan

4. Risk Management and Insurance Planning

Review and optimization of your insurance coverage to mitigate potential risks
Planning for unexpected life events and financial setbacks

5. Diversification and Investment Management

Comprehensive review of your existing investments and financial goals
Development of a diversified portfolio with low-cost index funds and exchange-traded funds (ETFs)
Tax-efficient investment strategies