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Cordant Wealth Partners Employee Directory

Investment ManagementOregon, United States2-10 Employees

Cordant Wealth Partners is an investment management firm based in Portland, Oregon. It delivers comprehensive wealth management for busy professionals, with a focus on current and former Intel employees who seek fee-only, independent financial guidance. Drawing on more than ten years of experience working with Intel staff, the firm offers expertise related to the Intel retirement plan and benefits package to help clients navigate retirement timing, retirement contributions, stock compensation, and related tax considerations. It uses a holistic, data-supported process that blends clear direction, informed strategy, and tactical execution to create plans tailored to individual circumstances, including both Intel-related and non-Intel accounts. Cordant Wealth Partners is currently accepting new clients and can be reached at 503.621.9207 or info@cordantwealth.com.

Find Cordant Wealth Partners employees' phone numbers or email addresses

Cordant Wealth Partners Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Cordant Wealth Partners's Leadership

  • Stylized image of a person
    I. P.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A. M.
    Cco
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. A.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Lead Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Associate Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R.
    Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Advisor
    Phone icon
    Mobile Phone

Cordant Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cordant Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. P.
    Ceo
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jan 21, 2025
  • Stylized image of a person
    W. A.
    Founder
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 22, 2025
  • Stylized image of a person
    B. A. M.
    Cco
    Phone icon
    Mobile Phone
    United StatesOregon
    Nov 28, 2024
  • Stylized image of a person
    S. G.
    Lead Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    May 04, 2026
  • Stylized image of a person
    K. S.
    Operations Manager
    Phone icon
    Mobile Phone
    United States
    Mar 25, 2026
  • Stylized image of a person
    S. S.
    Associate Financial Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Feb 18, 2026
  • Stylized image of a person
    G. R.
    Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Feb 19, 2026
  • Stylized image of a person
    S. M.
    Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 09, 2024

Frequently Asked Questions

What is Cordant Wealth Partners known for?

Minus sign iconPlus sign iconCordant Wealth Partners was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 1211 Southwest Fifth Avenue Suite 2310 Portland, Oregon 97204 United States; you can contact the main corporate office by phone at
+1-503-621-****
. Explore Cordant Wealth Partners's company overview page for more information.

What is Cordant Wealth Partners's most common email format?

Minus sign iconPlus sign iconCordant Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cordant Wealth Partners email formats with LeadIQ.

How many employees does Cordant Wealth Partners have currently?

Minus sign iconPlus sign iconCordant Wealth Partners has approximately 7 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Cordant Wealth Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Cordant Wealth Partners's key employees include:

  • Ceo: I. P.
  • Cco: B. A. M.
  • Founder: W. A.
  • Lead Advisor: S. G.
  • Operations Manager: K. S.

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