Firenze Wealth Management

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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 combined 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.

We're growing and looking for a dedicated professional to join our client service team in Tigard, Oregon!At Firenze Weal...
10/16/2026

We're growing and looking for a dedicated professional to join our client service team in Tigard, Oregon!

At Firenze Wealth Management, we believe meaningful relationships, exceptional service, and personalized guidance are at the heart of everything we do. If you're passionate about helping others, thrive in a collaborative environment, and enjoy creating outstanding client experiences, we'd love to connect with you.

📍 Tigard, OR
💼 Registered Client Service Associate
📈 Full-time Opportunity

Apply today: https://career.lpl.com/job/R-053196/Registered-Client-Service-Associate-Tigard-Oregon

Ever wonder about those free credit scores you get once a year?
10/15/2026

Ever wonder about those free credit scores you get once a year?

Today we're celebrating Elsa Marcotte and her 7-year anniversary with Firenze Wealth Management!Over the years, Elsa has...
10/14/2026

Today we're celebrating Elsa Marcotte and her 7-year anniversary with Firenze Wealth Management!

Over the years, Elsa has become an integral part of our firm through her dedication, professionalism, and commitment to delivering an exceptional experience for our clients. Her contributions help support our team every day, and we're grateful for the care and consistency she brings to everything she does.

Congratulations, Elsa, and thank you for being such an important part of Firenze Wealth Management! 🎉

Today we recognize Indigenous Peoples' Day and honor the histories, cultures, resilience, and contributions of Indigenou...
10/12/2026

Today we recognize Indigenous Peoples' Day and honor the histories, cultures, resilience, and contributions of Indigenous peoples throughout our region and across the country.

We appreciate the opportunity to learn, reflect, and recognize the lasting impact Indigenous communities continue to have on our world.

There's still time to join us for the Business Growth & Organizational Readiness for Business Owners Seminar!Join us for...
10/09/2026

There's still time to join us for the Business Growth & Organizational Readiness for Business Owners Seminar!

Join us for an engaging panel discussion designed specifically for business owners looking to strengthen their organizations and prepare for future opportunities. Together with local professionals, we'll discuss business growth, organizational readiness, leadership development, succession planning, tax considerations, and financing strategies to help position your business for long-term success.

Thursday, October 15 | 4:00 PM | Firenze Wealth Management

RSVP to Alex at [email protected] or (503) 922-2092.

Use your car for business? Make sure you're on the same page as your insurance carrier.
10/08/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Please join us in wishing Elsa Marcotte a very happy birthday! 🎉Elsa's dedication, positivity, and commitment to support...
10/07/2026

Please join us in wishing Elsa Marcotte a very happy birthday! 🎉

Elsa's dedication, positivity, and commitment to supporting both our clients and team make her an invaluable part of Firenze Wealth Management. We are grateful for all she does and hope her day is filled with celebration, laughter, and time with family and friends.

Happy Birthday, Elsa!

Healthcare expenses can play a significant role in retirement planning.In our latest blog, we explore key considerations...
10/06/2026

Healthcare expenses can play a significant role in retirement planning.

In our latest blog, we explore key considerations including Medicare, long-term care, and incorporating healthcare costs into your retirement income strategy.

From routine medical expenses to future care needs, understanding these costs can help create a more realistic retirement plan.

Read the full blog: https://www.firenzewealth.com/blog/retirement-healthcare-costs-what-to-plan-for-before-you-retire

Today we're celebrating Sara Tanner, CFP®!As Co-Founder, President, and Wealth Advisor, Sara's leadership, vision, and c...
10/05/2026

Today we're celebrating Sara Tanner, CFP®!

As Co-Founder, President, and Wealth Advisor, Sara's leadership, vision, and commitment to helping others have helped shape Firenze Wealth Management from the very beginning. We're grateful for the care she brings to our clients, team, and community each day.

Please join us in wishing Sara a very happy birthday and a wonderful year ahead. 🎉

Please join us in wishing Kalin Rooney a very happy birthday!We hope your day is filled with celebration, laughter, and ...
10/04/2026

Please join us in wishing Kalin Rooney a very happy birthday!

We hope your day is filled with celebration, laughter, and time spent with those who matter most. Wishing you a wonderful year ahead.

Happy Birthday, Kalin! 🎉

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

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