Cordant Wealth Partners logo

Cordant Wealth Partners

Updated today

Client assets under management

$370,502,204

Clients

164

77% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

27

Very Low

Average account size

$2,259,160

About

Cordant Wealth Partners is an SEC‑registered, fee‑only wealth management firm that serves individuals, high‑net‑worth families, trusts, estates and corporate clients. The firm provides comprehensive financial planning and discretionary portfolio management, and also advises on retirement plan rollovers, variable annuities and 529 plans as part of its wealth management services.

The firm’s investment process starts with the Cordant Clarity Experience to align portfolios with clients’ goals and risk tolerances and emphasizes globally diversified allocations implemented mainly with mutual funds and ETFs. Cordant explicitly incorporates factor‑tilts and offers three named strategies (Strategic, Factor, and SRI), while also using individual securities, private investments, alternatives and options when appropriate, and conducts ongoing monitoring and rebalancing on a discretionary basis with the ability to customize ESG restrictions.

Compared with many peer team firms, Cordant’s public materials and website present both historical and hypothetical performance information and include client testimonials, and the firm runs educational outreach such as seminars or workshops. The brochure also discloses use of options and other derivative strategies in managed accounts and describes an internal compliance structure and credentialed advisory staff, reflecting an operational scale that supports more complex portfolios.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$500,000+: 0.50% to 1.25% (tiered fee schedule)

Project-based

$250 per hour for standalone financial planning or consulting

Other

Account minimum: $500,000 Minimum fee: $6,250 per year minimum account fee Fee-only: Investment advisory fees based on assets under management; financial planning fees generally included in advisory fee; stand-alone financial planning offered on hourly or retainer basis

Main office location

Cordant Wealth Partners

2175 Nw Raleigh St., Suite 110

Portland OR 97210, United States

Number of offices

1

Most active in

Arizona · California · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brenda M

Series 63, Series 65

Portland, OR

Cordant Wealth Partners

Brenda Mccombs is a financial advisor with Cordant Wealth Partners in Portland, OR, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Private Wealth Northwest, LLC since 2010. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates with a six-advisor team managing approximately $338.7 million across about 150 client relationships, combining discretionary portfolio oversight with institutional custodial services and integrating financial planning into its advice.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
user avatar

Durham S

Series 65

Portland, OR

Cordant Wealth Partners

Durham Sundberg is a financial advisor at Cordant Wealth Partners in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Cordant Wealth Partners, Sundberg worked in various roles including positions at Big 5 Sporting Goods and MassMutual Oregon. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, offering comprehensive wealth management services that encompass financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates with a six-advisor team managing approximately $338.7 million across about 150 client relationships.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
user avatar

Samuel S

Series 65

Portland, OR

Cordant Wealth Partners

Samuel Slusser is a financial advisor at Cordant Wealth Partners in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Cordant, he worked at RVK Inc. and held various educational roles at the University of Idaho and local schools. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management that includes financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm combines discretionary portfolio oversight with institutional custodial services and integrates financial planning into its advice through a six-advisor team managing approximately $338.7 million across about 150 client relationships.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
user avatar

Shannon R

CFP®

Portland, OR

Cordant Wealth Partners

Shannon Rozairo is a CFP® professional with seven years of experience in financial advising. She has been with Cordant Wealth Partners since 2015. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm operates as a six-advisor team managing approximately $338.7 million across about 150 client relationships, combining discretionary portfolio oversight with institutional custodial services.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
user avatar

Isaac P

CFA®, Series 63

Portland, OR

Cordant Wealth Partners

Isaac Presley is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Cordant Wealth Partners in Portland, OR. He has been with the firm, formerly known as Private Wealth Northwest, since 2011. Cordant Wealth Partners is a six-advisor team managing approximately $338.7 million for individual and family clients, including high-net-worth households. The firm offers comprehensive wealth management services and combines discretionary portfolio oversight with institutional custodial services, integrating financial planning into its investment approach.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
user avatar

Scott G

CFP®, Series 65

Portland, OR

Cordant Wealth Partners

Scott Gerlach is a CFP® professional with 13 years of experience in financial advising. He has been with Cordant Wealth Partners since 2015, working as part of a six-advisor team based in Portland, OR. Cordant Wealth Partners serves individual and family clients, including high-net-worth households, providing comprehensive wealth management services such as financial clarity, retirement and cash-flow planning, investment management, estate and charitable planning, tax planning, and risk management. The firm combines discretionary portfolio management with institutional custodial services and offers educational seminars for clients and prospects.

ESG / Sustainable investing Factor investing / smart beta Retirement income strategy General retirement planning Tax-loss harvesting Founder/Business Owner Executive
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