What’s your [financial independence]?
When we founded Defined Wealth Management, we wanted to highlight the letters F and I in our name. Sitting back and thinking about the common thread that our clients share, our general approach to advice and our vision for the future, financial independence consistently was the theme
We’re here to help you create an extraordinary life
When it comes to money and more importantly your moneys future, you may have many unanswered questions like:
- Am I saving enough money to reach my goals?
- Do we have any financial blind spots that we haven’t prepared for?
- How do I shift from working/saving to living off my savings nest egg?
Whether you’re new to working with an advisor, looking for validation or looking for more planning-centric advice, we have advisory engagements that can meet you where you are.
Plan for your financial future.
Meet the Team
36+ years in wealth management has taught Joe that financial success happens when you take a whole-picture approach to Wealth Management. Joe’s outside the box thinking challenges clients and colleagues to reject conventional wisdom in favor of ideas that bring about true [Financial Independence].
He works with his clients to simplify their life, by assisting in managing complex issues, preserve and grow assets and transfer their legacy to the next generation. Prior to joining the Wealth Management business over 36 years ago, he was a practicing CPA, where he worked for an International Accounting firm advising clients on a variety of tax, accounting and investment matters.
Chris Hatfield, CFP®
Number crunching is only a small part of what Chris does. He is obsessed with innovating new ways to serve our clients best. From tech tinkering to delivering a high-end meeting experience, Chris is passionate about bringing you the best advice in the most relevant way possible. (Like finding ways for you to manage your account online. That’s one less pile of paperwork for you to worry about!)
No matter which hat he’s wearing, his goal is simple – to always share what he knows so you can make data-based decisions that give you the freedom to live the life you want to live.
Mariya Brannon, FPQP™
Client Service Manager
As De[fi]ned’s main office administrator, Mariya does more than wrangle papers and manage schedules. From data processing to HR and client communications – she works tirelessly to ensure that you have the tools and information you need for a simple and seamless experience.
Chris obtained his CFP in 2016 by completing the CFP board registered program and passed the CFP certification examination. Every two years, he must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.
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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 Management, we wanted to highlight the F and the I in our name. Sitting back and thinking about the common thread...
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 business in the making for over the last 35 years. Not just an investment advisory firm like any other from...
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 month to month basis. For most of this time due to COVID-19, Mariya, Chris and I have been working out of our...
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 home machines that we all installed in the last few months. We’re all still available via phone if you’d like...