Scott Gerlach, CFP®
Financial Advice for Tech Employees
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Cordant Wealth Partners
Scott Gerlach, CFP®
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Advisor
Portland, OR
Serving Clients Nationwide
Financial Advice for Tech Employees
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Scott Gerlach is an Advisor at Cordant Wealth Partners. He regularly contributes to Cordant’s blog and routinely presents topics related to financial planning. Scott is a member of the Financial Planning Association of Oregon and SW Washington, and leads Cordant’s internal Financial Planning Committee.In 2014, Scott earned the Certified Financial Planner designation. Prior to joining Cordant, Scott worked at Confluence Wealth Advisors in an advisory role and started his career in San Francisco in an operational role with Bingham, Osborn & Scarborough, LLC. He has a Bachelor of Science degree in Economics from the University of Oregon.
When not at work, I am for the (almost) sole purpose of enjoying the local culinary and beer scene with my wife, you’ll find me burning calories running through Forest Park, playing tennis and riding my bike. When not in Portland, we’re either visiting friends and family in California, or traveling to other parts of the world.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
1211 SW 5TH AVE Ste. 2310, PORTLAND, OR 97204
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started with your free financial assessment. This is a 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities. Step 1 is a 20-minute call, followed by Step 2, a 1-hour discovery meeting. In Step 3, we'll review your assessment with our findings and recommendations. At the end of this process, we will simply ask you to think about it. Get started today!Offers Investment Management
Yes
About our Firm
We help tech employees (that's you!) maximize their equity comp + make work optional.As a Tech employee, you work hard to grow your wealth. We’re here to help you make the most of your income, stock compensation and employer benefits, so you can gain the confidence you're on track to achieve your goals.
WHY US?
We specialize in working with tech employees like you. After all, you wouldn’t visit a Cardiologist if you needed foot surgery.
✔️ FIDUCIARIES: We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients.
✔️ FEE ONLY: As a fee-only advisor with a transparent fee structure, we do not sell any products and are compensated solely for the advice we provide.
✔️ INDEPENDENT: We are free to structure our business in the way that best serves our clients, not constrained by the whims of a Wall Street bank.
We offer specialized expertise to provide confidence you're on track to reach your goals.
✔️ RSUs
✔️ Deferred Compensation & Pension
✔️ Mega Backdoor Roth
✔️ Employer Stock Purchase Plan (ESPP)
✔️ Diversification & Investing
✔️ Tax & Insurance Planning
Click the 'Book Intro Call' button above to get started with your free financial assessment.
Education
University of Oregon, Bachelor of Science (B.S.), Economics
Hobbies and Interests
- Cycling
- Eating Out
- Family
- Running
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Helped us tremendously get our retirement planning straightened out
✅ Wealthtender Certified Advisor Review™
Oct 20, 2024
The title says it all. As a retiree from Intel, Cordant's familiarity with Intel's retirement-associated benefits were especially helpful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Company
✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
I’m very pleased with this excellent company. I have been a client since long before it was Cordant, since back in the Bob Corine days. I’ve moved to several states and lived in three different countries since the mid 90’s and this organization has followed and responded to me in a timely and professional manner through each transition. I trust them implicitly. Garrick unfailingly provides excellent support and advice in every situation in a timely manner. I completely trust his judgment to keep me financially stable throughout my retirement. This company’s support has always exceeded my expectations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Scott G. and the Cordant team are top notch advisors who are partnering with us on our financial journey
✅ Wealthtender Certified Advisor Review™
Jul 29, 2024
I became a Cordant client in Jan. 2024 and have been impressed with the firm so far. They took the time to listen and learn about my family situation and our approach to investing long before they recommended a path forward. I interviewed several other firms that quickly tried to sell me on financial products and solutions. This was not my experience with Cordant. We spent a ton of time strategizing together and have recently put our plan into action. My advisor Scott Gerlach truly understands how I think, and he explains complex topics in a way that makes sense to me. He even records videos prior to our discussions so I can effectively prepare for our meetings. He documents every detail and quickly follows up on all action items. His team is extremely responsive, and I always get quick answers to my inquiries. I am excited to see the partnership grow in the coming years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of Mind
✅ Wealthtender Certified Advisor Review™
Jul 15, 2024
I have been a client of Cordant Wealth for nearly a decade. The financial planning process, regular check-ins, and online portal have greatly simplified my life and provided reassurance to my wife. Whenever I had a question, the Cordant team responded promptly. They have also provided valuable guidance on property investments and a startup I launched. I have worked with other wealth planners, but none have offered the same level of professional tools and support as well as personalized service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great team, knowledgeable and resourceful
✅ Wealthtender Certified Advisor Review™
Jul 3, 2024
I am incredibly pleased with the services provided by Cordant. They have been an indispensable partner in navigating my financial journey through retirement planning, employment changes, and various family and life events. Their team is consistently responsive (thanks Scott!) addressing my concerns promptly and with great expertise. Their knowledgeable guidance has made complex financial processes understandable and manageable. Thanks to their strategic advice and personalized approach, I feel confident and well-prepared for the years ahead. If you are on the fence or looking for a firm to help guide you, don't think twice, give them a try.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Financial Support
✅ Wealthtender Certified Advisor Review™
Jun 30, 2024
I have been with Cordant more than 10 years but was also working with the founder prior to Cordant when he was with a different firm. I have found Cordant to be responsive, friendly, and always had good insights and suggestions. Garrick Rozairo has been there for us along with his predecessor and any transition we have had has been very smooth and seamless. Cordant has helped up through retiring from Intel with investments, how to manage our stock options, pension, and 401k. We now are comfortably enjoying retirement. When we have an unexpected event that we needed to fund and were not sure how that would affect our long term plans, Cordant was there to do the analysis and let us know what we were capable of doing.
Their advice is more than assessing your risk level, but also doing the analysis using Monte Carlo projections that take into account worst case economic scenarios to project viability of the current financial plan. I have had them rerun these projections with different unplanned expenditures to ensure viability of new decisions, because no plan is static.
Cordant meets with us twice a year for a review and to see if there are any changes that need to be put into place. This is very helpful. It usually brings up stuff that we haven’t thought of.
Cordant has helped us find and support us thought estate planning for when we are gone. I have found them to support me through all sorts of scenarios that most financial advisors don’t take on. I consider them a “trusted advisor” and has been there for us all along. I highly recommend them as a financial advisor if you want someone to be in your corner and be there when you need them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceeds Our Expectations
✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
We have been with Cordant, before it was Cordant, from the very beginning when it was under William Anfuso. Since the very beginning they have been attentive in serving us, addressing our financial security as their #1 measurement of their success - and they have easily exceeded that, in our opinion. We needed a customized financial model that addressed our religious criteria for investments. Instead of putting the ownership on us to understand the details of the financial market, as other financial institutes do, they took interest in investing time into the study and learning about the religious criteria and consulted with experts that were able to provide us with a model that gave us the sense of relief. This elevated our respect, appreciation and trust, always having our best interest in mind. We are left with a sense of peace of mind in being secure. They always made us feel valued and are quick with their responses. Cannot say Thank-you enough for all they have provided us. Nowadays, it is very difficult to find those that put their client's best interest first as they have. Keep up with the Great Work!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Support to make your dreams come true
✅ Wealthtender Certified Advisor Review™
Jun 28, 2024
A few years ago we came to Cordant based on a recommendation from a trusted friend with a specific goal for early retirement abroad. Through careful planning we are living out our dream and the goals we mapped out with Garrick and Scott. They have a winning combination you want in an financial advisor -- smarts, trust, and empathy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted partners over many years
✅ Wealthtender Certified Advisor Review™
Jun 26, 2024
We have been working with the Cordant team for many years now (since they were Private Wealth NW). Cordant stood out due to the caliber of their staff. Each team member exudes deep knowledge and proficiency in wealth management, displaying a mastery of the complexities within the financial domain.
We were not savvy from an investing/financial management perspective and also not familiar with the complexities of earnings, taxation, etc. Over the years, while we were heads-down with our work and raising our kids, the Cordant team were our trusted partners and handled things on our behalf ensuring that our investment portfolio and strategy were aligned with our risk tolerance.
Year after year, they would explain things very patiently and this has helped us develop an overall strategy that encompasses our needs pre and post-retirement, estate planning, our donation strategy as well as how to support our children with their critical financial needs/decisions. Cordant has developed a well-defined process with key indicators that allow us to monitor our portfolio and manage the needed drawdowns. They are always available to discuss any issues and make tweaks to our plans and strategy as needed. This is over and above the bi-annual reviews. Overall, we have become more well informed about the wealth management domain.
We are very happy with this collaboration of 15+ years and have now introduced Cordant to our children so that they can help and mentor our kids early in their investment journey.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helpful, receptive, thoughtful, and measured
✅ Wealthtender Certified Advisor Review™
Jun 25, 2024
We were looking for financial advice that wasn't trying to chase every market trend and every potential dollar - we found this with Cordant (specifically, we have been working with Scott and Garrick). They are quick to respond when we have questions, they take the time to learn about and understand our goals (even when they are nontraditional goals), and they feel like thoughtful friends more than pushy sales people. I think the term "trusted advisor" gets overused, but for our family, Scott and Garrick are exactly that. We've been working with them for many years now and we value the relationship that we've built with them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My experience with Cordant Wealth Partners
✅ Wealthtender Certified Advisor Review™
Jun 25, 2024
I am thrilled to share my positive experience with my financial advisors. Their responsiveness and focus on my individual situation have been truly exceptional. They offer practical, tailored advice that has significantly boosted my confidence in achieving my financial goals.
Their friendly and approachable demeanor makes every interaction a pleasure. I fully trust their expertise and guidance, and their efforts have increased my overall net worth beyond my expectations.
I highly recommend their services and have already done so to family and friends. If you’re looking for reliable and personable financial advisors, look no further.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
True "No Worries" Wealth Management!
✅ Wealthtender Certified Advisor Review™
Jun 25, 2024
I've been with Cordant 10 years now, and since day 1 it has basically been a completely "no worries" relationship. As an Intel Retiree my fairly unique initial requirements were fully understood by Cordant (due to their many clients from Intel) and quickly handled (to my relief and full satisfaction). And as my needs and requirements changed over the next 10 years Cordant was always there to support me and really smooth my road to full retirement. Honestly, I view everyone I interact with at Cordant, not just as my financial advisors, but really as my trusted friends. I can't really envision what the last 10 years might have been like for me without Cordant, but when I look at where I am now, I absolutely see the role Cordant played in helping me get to my own personal "Rainbow's End"!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quality Care and Trustworthy
✅ Wealthtender Certified Advisor Review™
Jun 24, 2024
My wife and I have had the privilege of working with Cordant Wealth Partners for over 10 years. During that time, the Cordant Team didn't "cookie-cutter" us into their way of doing business, they spent quality time getting to know our heart-beat regarding our family estate, family planning, and investment preferences. Consequently, Cordant Wealth Partners became "us" in all these matters. Their clarity of communication, care, and portfolio construct gave us what every estate planner/investor desires - full confidence and trust in an investment strategy. We have been treated with the utmost care and counsel in every aspect of our interaction with them. We would not want our investment portfolio to be handled by anyone else! And, we count it an honor to highly recommend Cordant Wealth Partners to anyone who needs assistance with their future financial wellness.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
great company! Extremely responsive and timely for all questions and transactions
✅ Wealthtender Certified Advisor Review™
Jun 24, 2024
Garrick and Scott are very knowledgeable of their trade and have managed my account to our satisfaction. Their plan allowed me to retire at 55 with my account growing while paying all my bills for the last 8 years. I tend to be in tune with the current financial trends and continue to be happy with the direction my account is going.
All the Cordant employees are top notch and easy to work with and look forward to working with them. They manage transactions quickly and professionally.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A beneficial long term relationship
✅ Wealthtender Certified Advisor Review™
Jun 20, 2024
We have been with Cordant for many years. Not only have they provided insightful (and profitable) financial advice, they have support our efforts in charitable giving. They have provided assistance in setting up scholarships, donor advised funds, and other charitable instruments.
The flexibility shown by Cordant in establishing risk levels, hedges, and other strategies has been first rate. Our accounts have been regularly rebalanced to maintain our target level of risks and rewards, and semi-annual in person reviews of goals and strategies adds to the sense of a genuine partnership.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Wealth Management Services
✅ Wealthtender Certified Advisor Review™
Jun 20, 2024
I recently had the pleasure of working with Cordant for organizing and planning my family’s finances, and I must say, the experience has been nothing short of exceptional. From the very beginning, the Cordant team demonstrated a deep understanding of the financial landscape and a genuine interest in our specific needs and goals.
Their approach was both personalized and strategic, ensuring that every aspect of our financial plan was tailored to our unique situation. The level of detail and attention given to our portfolio was impressive, as is their ability to explain complex financial concepts in a way that was easy to understand.
Thanks to Cordant, we now have a clear and organized financial plan that aligns with our long-term objectives. Our investments are performing well, and we have a solid strategy in place for future growth and security.
In conclusion, I highly recommend Cordant to anyone seeking knowledgeable, attentive, and trustworthy wealth advisors. Their expertise and dedication have made a significant difference in our financial well-being.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Feeling Secure and Enjoying Retirement - thank you Cordant!
✅ Wealthtender Certified Advisor Review™
Jun 18, 2024
Cordant has provided me with excellent financial advise the last eight years both while I was employed and as I eased into retirement.
The advisors have taken the time to get to know me personally, understanding my desired outcomes and concerns. Although I saved and invested when I was employed, I had a hazy understanding on how to best prepare for financial stability in retirement. When I became a client of Cordant, Scott, Garrick and Ryan partnered with me to put together a plan based not just on financial stability, but also my personal goals for retirement. I was able to retire feeling secure and eager to start enjoying my future plans as Cordant celebrated with me. I greatly appreciate them getting to know what is important to me and the encouragement provided to meet my goals.
I have complete confidence that Cordant will do what is in my best interest. In getting to know me, they learned my level of comfort with risk, made well thought suggestions and supported my decisions. During the pandemic, I became jittery about what was happening with the stock market and Cordant put my mind at ease with individual conversations, news updates and Isaac's video casts. The team is professional, approachable, kind and friendly. My calls and emails are answered almost immediately. I look forward to our twice yearly meetings to review my current status and where I stand with my future plans. As my goals and plans change, they provide me with updated portfolio figures to help me determine my best course of action.
Cordant was everything I was looking for in a wealth management firm. Their professionalism, skilled investing, open communication and concern for the individual are allowing me to enjoy the retirement I have wanted.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Switched from Schwab advisor to Cordant
✅ Wealthtender Certified Advisor Review™
Jun 17, 2024
I recently began transferring assets, working Scott Gerlach and his team members following a difficult divorce. I appreciated my input being requested and valued as Cordant developed a balanced strategy to meet my goals. Given that I'm retired law enforcement, tech challenged so to speak, the Cordant team has been extremely helpful and willing to overnight documents, clearly marked to sign, if necessary, etc.. without hesitation, personalized to meet my skill set. The team at Cordant has been responsive and easy to access as needed, much appreciated.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
They Treat Your Money Like It's Theirs!
✅ Wealthtender Certified Advisor Review™
Jun 17, 2024
I have been with Cordant for many years and have always been extremely satisfied with the service.
They focus on doing what is right for the customer and their financial plans and goals. Over the last few years what has worked for us is that they had us focus on Saving versus worrying about spending. We have regular checkpoints on our progress, and they always have advice and direction that keeps us on track.
Outside the regular meetings, they are always available to discuss strategies and investment ideas, always doing what is right for us.
I trust the people at Cordant 100% and would recommend them to anyone regardless of where you are in your investment journey.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Ultimate Professionals
✅ Wealthtender Certified Advisor Review™
Jun 17, 2024
Over our many years with Cordant we have found in them a unique blend of professionalism, market knowledge and customer sensitivity, coupled with a genuine human touch. From understanding our needs to recommending an appropriate investment strategy, we have been abundantly satisfied with our relationship.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Cordant Review
✅ Wealthtender Certified Advisor Review™
Jun 17, 2024
The Cordant team is always very professional and helpful with our financial needs. I trust them to always give us sound advice and to protect our retirement portfolio. Our six month check in meetings with them are always productive.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wholeheartedly recommend!
✅ Wealthtender Certified Advisor Review™
Jun 14, 2024
Cordant is just the right amount of advising and taking care of things we don't have time to.
They've been excellent partners for different phases of our life and also provided critical recommendations of other professionals (estate attorney, tax accountant, real estate agent, etc.) that have been very valuable.
You can't go wrong with Cordant!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A steady ship in stormy seas
✅ Wealthtender Certified Advisor Review™
Jun 14, 2024
I heartily recommend Cordant. I'm a retiree from a major high tech company and I've had the pleasure of working with Cordant since 2014. When I engaged Cordant I had suffered a very significant financial loss, largely of my own making. My advisors at Cordant soon stabilized my situation and, using their models and methods, designed a balanced investment plan that preserved assets while giving a reasonable rate of return.
Together we develop goals, risk tolerance preferences, and a detailed cash flow forecast extending out more than ten years. My advisors have helped me navigate many administrative details, tax planning decisions, and estate planning strategy; and they work closely with my accountant and attorney - truly a team approach. Cordant's process always presents me with the likely range of investment performance based on Monte Carlo modeling and a detailed analysis of current portfolio performance in our regular review meetings. Everything is done very transparently and we have thorough discussion of all my questions and concerns.
I'm very pleased with my investment portfolio performance. My Cordant advisors have hit a sweet spot for me that has balanced security with consistent reasonable returns. After ten years, I consider Cordant part of my family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Been with Cordant for over 15 years and have no eyes to change course
✅ Wealthtender Certified Advisor Review™
Jun 13, 2024
We’ve been with Cordant for over 15 years. We were attracted because of Cordant’s adherence to their fiduciary duty and because of their attention to our needs and financial goals. We are not aggressive investors, but not totally conservative investors either. Our Cordant advisor, after evaluating our situation and asking about our risk tolerance, fashioned an investment strategy for us that bridged the extremes, that caused us (for the most part – see below) over the years to avoid the lowest lows, but caught a reasonable portion of the highs, and which, as the financial climate changed, ensured against sudden losses. Chasing those highest highs too aggressively risks eating those lowest lows. We made one serious financial mistake while with Cordant. Against Cordant’s advice when the market crashed in 2008, we got out of the markets. It was an emotional move and it cost us dearly as we missed a good portion of the following recovery. We wish now we’d followed Cordant’s advice through that challenging time.
Our Cordant financial plan has been consistently tested using Montecarlo methods, giving confidence in their planning’s long term success. We were not lead blindly along. At each semiannual update, as well as between as questions have arisin, they explained their strategies, and strategy updates in terms that I could understand, and I’ve learned much from them over time.
I guess the highest recommendation I can give is that, as a naturally skeptical and curious person, I have found no reason to leave Cordant even after all these years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Peace of Mind
✅ Wealthtender Certified Advisor Review™
Jun 13, 2024
Before working with Cordant, I never had a good understanding of how financially secure we were. I would get feedback about financial investment performance but to what end goal? Were we on track? I didn’t have a good idea. Since joining with Cordant a few years ago that changed completely. We now feel very confident about our financial security which has allowed us to enjoy our situation and no longer worry about having enough. I highly recommend Cordant, especially if you are uncertain about your financial security.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Fantastic, easy to work with company
✅ Wealthtender Certified Advisor Review™
Jun 12, 2024
Since starting to work with Cordant in 2016 I have found this company to be patient, honest, very smart, and friendly. Having worked through a number of different financial issues with Cordant over the years, they help significantly with deciding how to handle the different issues and where to invest. So far everything they have explained and suggested has worked out very very well. I have worked mainly with Garrick Rosario, Scott Gerlach, and Isaac Presley. They have had incredible patience in their explanations of how things work and the different scenarios to choose from using the various financial products. I cannot say enough good things about this company and highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
One great company!
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
This group of professionals have always exceeded my expectations. This company is dedicated, sensitive, knowledgeable, trust-worthy and without a doubt worthy of all my trust and confidence. I would trust any member of this group with my life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Priceless: Respect, Patience and Trust are the Hallmarks of Cordant Wealth Partners.
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
Cordant Wealth Partners has walked side-by-side with me through numerous life and financial challenges -- whether it's buying or selling a home or a car, health choices, changing plans with retirement, or developing a will for our children. When my father passed away, they were there to guide me through a labyrinth of complicated decisions concerning my inheritance. Every employee, including the CEO, has demonstrated extraordinary patience and compassion in whatever circumstance I was in -- never once making me feel inadequate for the novice that I am. Wealth is relative. I have enough savings to live fairly comfortably through retirement; more than some, far less than many others. That makes no difference to my advisor, Garrick Rozairo. He treats me with the utmost respect, is never condescending or rushed, and is a GREAT listener who clearly has my best interests at heart, regardless of my net worth. I can't speak highly enough of Garrick or CEO Isaac Presley. In a world where trust in institutions may be at an all-time low, it's telling that I can honestly say I have complete trust in Cordant Wealth Partners. And that trust is priceless.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Family Relation Disclosure
Disclosure: While Teresa has no family relations with her advisor, Garrick Rozairo, she is related to Cordant Wealth CEO Isaac Presley.
Cordant was and continues to be so helpful
✅ Wealthtender Certified Advisor Review™
Jun 11, 2024
I first talked with the founder of Cordant in 2013 in a quest to understand when I would be able to retire. After asking many questions about my goals, my financial risk aversion, and my expected expenses over time, they modeled my situation and developed a plan of what retirement could look like with various market performance models.
Cordant consultant's bi-annual reviews have made it easy and worry free to retire and do the things I want without fear or worry and without having to take undue risks.
I would recommend Cordant Advisors to anyone preparing for or currently in retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
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Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
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