About Your Company
We are an independant firm with 20+ year of experience in financial markets. We are client driven and built upon referrals. We are proud to go above & beyond, through a team approach, for the people we serve. Instead of a single advisor, you'll have our group of industry professionals working on your behalf. In doing so, we are able to serve a myriad of needs. In addition to financial planning and investment management, we also offer retirement planning, estate planning, generational planning, Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNING (CFP), elder care planning, education planning & family enterprise planning. We serve entreprenuers, business professionals, retirees, divorcing couples, small business, families, executives and technology professionals. As trillions of dollars will be exchanged through inheritance, our ideal target audience would be ages 35 +. We also target the affluent community.
Our ideal demographic would be 35+, college degree or higher academia, affluent, usa location, both male & female professionals, singles & families
Giordano Wealth Management Group is an independent financial firm. We are always in direct competition with this company as they are also located in Los Gatos, CA and share our investment philosophy.
Fidelity Investments. Many people use them for self serve or for rolling over 401(k) when they retire or change employers. They charge 3% vs our 1%.
Any independent financial advising firms
They have a strong online presence. It's where they receive all their leads.
Creative should NOT use
Avoid funny, silly, anything along those lines.
I love our current tagline: "Simplicity. Clarity. Transparency. It's the Marshall way." Would like to keep and interchange the new company name for "Marshall."
We want to help our clients achieve financial freedom. We want to educate in order to remove any mystery/fear/taboo around financial planning and investments. We want our client's to achieve healthy finances so they may enjoy family and all life's major milestones. We'll provide this utilizing technology, education, simplicity and follow through.
Top 3 Things
Trust. Customer Care. Simplicity. Clarity. Transparency. Solid. Clever. Thoughtful.
We originally liked the name Vantage Wealth Management Group, but there's a firm with a similar name located nearby. We liked the creative marketing opportunities playing with the name such as Vantage Point, Advantage, etc. It's clever.