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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 Management, we wanted to highlight the F and the I in our name. Sitting back and thinking about the common thread...

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 business in the making for over the last 35 years. Not just an investment advisory firm like any other from...

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 month to month basis.  For most of this time due to COVID-19, Mariya, Chris and I have been working out of our...

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 home machines that we all installed in the last few months. We’re all still available via phone if you’d like...

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 always include preparing a list of resolutions that you aspire to accomplish. The question remains, how diligent...

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 volatile nature of the investment markets over the past two quarters and its impact on the Tale of Two...

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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