What if financial independence looked less like a scorecard and more like a life well-lived?

If you ask five people to define financial independence, chances are, you will get five different answers.

Your financial independence is unique to you – we help you find it. Understanding and then managing your entire financial ecosystem (which includes both assets and planning) is essential in making good decisions to reach your desired financial future.

What is your next step to Financial Independence and a life well-lived?

Your financial success is more than just investments. Your long-term financial assets are important, but financial, retirement, and estate planning that only deals with investments is like a symphony comprised of only string instruments. A golfer using only one club, a football team made up of only quarterbacks – you get the point?

At Defined Wealth Management, we deliver a melding of experience and knowledge to bring you the wisdom and clarity needed to find your [Financial Independence] and a life well-lived.

The Manifesto

De[fi]ned Wealth Management is a unique and modern full-service independent wealth
management firm and fiduciary. We work with clients so they can discover, plan, manage and
achieve their financial independence.

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Latest News

01

My[fi] & IRS Updates

my[fi] Enhancements In our last post, we (re)introduced our client portal, my[fi]. A quick reminder on the name – When we came up with De[fi]ned Wealth...

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02

November 2020 Newsletter

Finishing Our First Seven Months at De[fi]ned Wealth Management   When we rebranded our business into De[fi]ned Wealth Management last spring, it was really a...

03

Office Update

When we started De[fi]ned Wealth Management on April 1st, we arranged to temporarily keep our offices in Suite 1055 of the Lincoln Center Tower Building on a...

04

It’s A Matter of Perspective and Time

Before launching into the stats, we want to take a moment to say we’re still watching everything. We’ve limited our time in office in favor of our work from...

05

2020 New Year’s Resolutions

Happy New Year! We hope you and your family had a great holiday season and that the year ahead in 2020 brings great things. Starting the new year seems to...

06

A Tale of Two Investors

It was the best of times; it was the worst of times. No, I’m not referring to the classic Charles Dickens novel, A Tale of Two Cities.  I am speaking of the...

Talk to Us

Ready to focus less on market returns and more on living out your financial goals? Our 15-minute Discovery Meeting is designed to help you find your path to financial freedom. Get in touch →

Cascade Square
8625 SW Cascade Ave
Suite 410
Beaverton, OR 97008

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Cascade Square
8625 SW Cascade Ave
Suite 410
Beaverton, OR 97008

Investment advisory services offered through De[fi]ned Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Registration does not imply any level of skill or training.  This website is intended for information purposes only.  It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. More information regarding the CFP® is available at http://www.cfp.net/default.asp.

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Privacy Policy / Terms & Conditions / FORM ADV / FORM CRS

Investment advisory services offered through De[fi]ned Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Registration does not imply any level of skill or training.  This website is intended for information purposes only.  It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. More information regarding the CFP® is available at http://www.cfp.net/default.asp.

Broker Check

Privacy Policy / Terms & Conditions / Form ADV / Form CRS

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