Firenze Wealth Management

Firenze Wealth Management Schedule a consultation with us today to discuss your goals. We look forward to working with you.

Firenze Wealth Management is a leading wealth management firm in Portland, Oregon. Our six knowledgeable financial advisors provide holistic solutions to help you work toward your goals. We are committed to providing our clients with honest, thoughtful care that can stand as the cornerstone of your financial growth and security. Our core values are evident in the work we have done throughout our c

ombined almost 90 years of experience.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As summer schedules begin to fill up, it can be a good reminder that financial planning is ultimately meant to support t...
06/16/2026

As summer schedules begin to fill up, it can be a good reminder that financial planning is ultimately meant to support the life you want to enjoy along the way.

Whether this season includes travel, family gatherings, time outdoors, or simply slowing down a bit more, we hope you’re able to make space for what matters most this summer.

📞 (503) 963-6530 | 🌐 firenzewealth.com

By the time summer arrives, it’s easy for financial goals to drift into the background as schedules fill up and prioriti...
06/15/2026

By the time summer arrives, it’s easy for financial goals to drift into the background as schedules fill up and priorities shift.

A mid-year check-in can be a valuable opportunity to pause, revisit what matters most, and make sure your financial decisions still align with the life you’re trying to build.

In our latest blog, Carrie shares a few thoughtful questions worth revisiting as you head into the second half of the year.

https://secure.fmgsuite.com/site/blog/preview/7286360

📞 (503) 963-6530 | 🌐 firenzewealth.com

A quick reminder that our Social Security Decisions webinar is happening tomorrow at 4:00 PM.We’ll be discussing key Soc...
06/10/2026

A quick reminder that our Social Security Decisions webinar is happening tomorrow at 4:00 PM.

We’ll be discussing key Social Security considerations, including benefit timing strategies and important retirement planning decisions in a clear, practical way.

If you’ve been meaning to register, there’s still time. We look forward to the conversation.

https://us06web.zoom.us/webinar/register/WN_7trc2N-bSXCMaf55dhpttA #/registration

📞 (503) 963-6530 | 🌐 firenzewealth.com

Sometimes the most valuable financial conversations are simply the ones that create a little more clarity.Whether you’re...
06/09/2026

Sometimes the most valuable financial conversations are simply the ones that create a little more clarity.

Whether you’re thinking about retirement, supporting family members, planning travel, or revisiting long-term goals, taking time to check in can make a meaningful difference.

If there’s something you’ve been meaning to discuss, our team is always happy to connect.

📞 (503) 963-6530 | 🌐 firenzewealth.com

Life is simply better when it’s shared with the people who have been there through every season.Today we’re celebrating ...
06/08/2026

Life is simply better when it’s shared with the people who have been there through every season.

Today we’re celebrating friendship, connection, and some of the special people our team is grateful to call their best friends. Happy Best Friends Day from all of us at Firenze Wealth Management 💜

It’s easy for financial goals to drift into the background once the year gets busy. Summer can be a great time to pause,...
06/03/2026

It’s easy for financial goals to drift into the background once the year gets busy. Summer can be a great time to pause, revisit priorities, and check in on the progress you’ve made so far.

In our latest blog, Carrie shares why mid-year goal tracking is less about perfection and more about staying aligned with what matters most as life and priorities continue to evolve.

https://www.firenzewealth.com/blog/goal-progress-tracking-a-mid-year-check-in-for-your-financial-plan

📞 (503) 963-6530 | 🌐 firenzewealth.com

This Pride Month, we’re celebrating the importance of authenticity, connection, and creating spaces where everyone feels...
06/02/2026

This Pride Month, we’re celebrating the importance of authenticity, connection, and creating spaces where everyone feels welcomed, respected, and supported.

At Firenze Wealth Management, we value the relationships we build and believe every individual and family deserves to feel seen and understood.

Happy Pride Month 🌈

Social Security decisions can have a meaningful impact on your overall retirement plan, yet many people still feel unsur...
06/01/2026

Social Security decisions can have a meaningful impact on your overall retirement plan, yet many people still feel unsure about when to file or what options may be available to them.

Join us on Thursday, June 11 at 4:00 PM as we discuss key Social Security considerations and strategies to help support more informed retirement planning decisions.

RSVP Today: https://us06web.zoom.us/webinar/register/WN_7trc2N-bSXCMaf55dhpttA #/registration

📞 (503) 963-6530 | 🌐 firenzewealth.com

Happy Birthday to our Client Care Specialist, Alexa Spiridon! 🎉We’re so grateful for everything Alexa brings to our team...
05/31/2026

Happy Birthday to our Client Care Specialist, Alexa Spiridon! 🎉

We’re so grateful for everything Alexa brings to our team and the clients we serve each day. Wishing her a wonderful year ahead!

Inflation has been a part of many recent conversations, especially as everyday costs continue to shift.This article walk...
05/31/2026

Inflation has been a part of many recent conversations, especially as everyday costs continue to shift.

This article walks through how inflation works and how it can impact your overall financial plan, along with a few ways to think about it moving forward.

📞 (503) 963-6530 | 🌐 firenzewealth.com

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Address

16083 SW Upper Boones Ferry Road , Suite 250
Tigard, OR
97224

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15039636555

Website

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