Office Update

Oct 1, 2020 | Business

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 home offices. The search for a new permanent physical location became a low priority, but because of the civil unrest in downtown Portland, we were concerned about increasing rents in the suburbs, so we began the search to find a permanent home that was more suitable for us but would also be a convenient place for our clients once we started to meet in person (post COVID).  We are happy to announce effective October 1st:

Our new address is:

Cascade Square
8625 SW Cascade Ave.
Suite 410
Portland, OR 97008

Located in the Washington Square Office Market off Cascade Avenue (about a mile from our previous office), the property has great visibility and access to Highway 217 and easy access to public transportation. Our phone numbers remain the same and we look forward to chatting with you soon.  Click here to find us on the map. With this move, our ADV has been updated to reflect the change. Please go to www.definedwm.com to review.

Related Posts

A Blog Look Back

Our blog in October 2022 discussed the market noise of a declared bear market and its impact on the investor psyche. In that post we discussed the definition of a bear market and possible causes (and listed the post bear markets performance of the S&P 500). The point of our blog then was to ask the question: should we stay invested when the market is experiencing such volatility as a bear market. Investors who make buy or sell decisions based on emotion due to short term events, often leads to poorer outcomes.

read more

De[fi]ned Family Is Growing

We Are Growing!     When we formed De[fi]ned Wealth Management, it was really a business in the making for over the last 36 years. We’ve had two major goals from the outset: 1. Help clients achieve their [financial independence] and 2. Be the last firm our...

read more

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.

RISK

MARKETS

FINANCIAL HABITS