Gordian simplifies the complexity that wealth creators experience.

We offer wealth management services to high net-worth families. We provide an independent, objective point of view with a disciplined investing approach. We develop bespoke investment portfolios for each of our families. We offer risk mitigation and diversification strategies for families with concentrated stock positions, multiple business entities, a wide range of assets. We focus on helping families successfully navigate complex and volatile financial markets over the long term.

Let us show you how we can accelerate your goals.

our Philosophy

The word “Gordian” means an exceedingly complicated problem that requires quick, decisive, and bold action. At Gordian, that’s what we do best. We’re focused on simplifying the complex investment and financial issues facing wealth creators.

We’re also focused on building a special partnership with you. We believe the bond between client and advisor is a unique kind of partnership. We believe it’s important for you to understand what we stand for and how we approach working with you.

CONTACT US

Servicing San Francisco, Silicon Valley and the Coachella Valley (Palm Springs, Palm Desert, Indian Wells, and La Quinta)