All of us at Giordano Wealth Management Group (GWMG) are where we’ve always been, right here in Los Gatos, only we’ve recently formed an exciting new partnership with award-winning, Sacramento-based, Allworth Financial.
Like GWMG, Allworth Financial is still run by its original founders, Scott Hanson and Pat McClain, who not only mirror our devotion to client satisfaction, but who were recently awarded a “Best in Class” designation by the National Business Research Institute.
While your advisor, financial plan, and even our office location will all remain exactly the same, our partnership with Allworth means we’ll soon be adding useful technologies, more educational materials, and, in the future, a wider-array of services such as estate planning and tax preparation.
You’ve been re-directed to the Allworth Financial website, where you’ll find us folks from Giordano awaiting the opportunity to help you reach your investment and financial goals, and, of course, working together to create a plan that will help you retire better.
Please note, until all your account balances are transferred to the new custodian (TD Ameritrade), you will continue to have online access to your LPL account(s). After your assets are transferred to TD Ameritrade, you will receive instructions on accessing your TD Ameritrade’s simple-to-use online portal for viewing your account balance(s) and monthly statement(s). You will also receive instructions on accessing your account(s) via Allworth’s client portal, which provides you with daily market values of all your accounts. After the transfer from LPL to TD Ameritrade is complete, you will receive a closing monthly statement from LPL. Your final “displayed” balance from LPL will be zero, while your opening monthly statement from TD Ameritrade will display your current balance(s). Lastly, next February (since this custodial transfer took place during the calendar year of 2021), you will receive two 1099 tax documents –one from LPL and one from TD Ameritrade.
Thank you for the trust you’ve placed in us. We look forward to seeing you either in-person, or via videoconference, soon.
You can learn more about our friends at Allworth Financial, here.