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Financial District
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Cordero Capital

People at the Core

Our Expertise

+100

Client Households

Advising Generations

+50

Years of Combined Expertise

Experienced Team

$70m

Assets Under Management

Legacy Focused

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Our Services

Wealth Management

  • Trust accounts

  • Taxable accounts

  • Retirement Plans 401(k) or 403(b) 

  • Retirement Accounts ROTH IRA, IRA, SOLO 401(k), etc.

  • HSAs

Financial Planing

  • Cash Flow Analysis

  • Debt Management

  • Tax Planning

  • Insurance Analysis

  • Estate Planning

  • Health Insurance 

  • Medicare 

  • Term Life Insurance

  • Whole Life Insurance

  • Annuities

Taxes

  • Personal tax returns

  • Business tax returns

  • Tax strategy

Combined Expertise on the Team

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Testimonials

Sarah Johnson

"Cordero Capital has transformed my approach to wealth management. Their personalized strategies have significantly enhanced my financial well-being."

Michael Lee

"I highly recommend Cordero Capital to anyone seeking expert financial guidance. Their commitment to client success is truly commendable."

Emily Chen

"Partnering with Cordero Capital has been a game-changer for my business. Their M&A expertise has driven remarkable growth and success."

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The information contained in Grow With Me’s website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice. Any links to third party websites are offered only for use at your own discretion. Grow With Me is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results. Grow With Me’s current disclosure brochure, Form ADV Part 2, is available upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

¹These statistics are as of 12/31/2025. Due to market fluctuations these are estimates.

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