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...