Personalized Financial Planning for Families, Business Owners, and Public Employees Across the Pacific Northwest

Serving Oregon, Washington, and the Pacific Northwest with personalized guidance designed to help you pursue your goals with confidence.

How We Help

A Coordinated Approach to Financial Planning

Thoughtful guidance for retirement, business planning, major life changes, and the financial decisions that connect them.

Families & Individuals

Personalized planning for retirement, investments, taxes, and long-term financial goals.

Business Owners

Strategic guidance for business growth, succession planning, retirement, and long-term wealth.

Public Employees

Specialized retirement planning for PERS, DRS, and other public employees.

Life Transitions

Guidance through retirement, divorce, loss of a spouse, and other major life changes.

Our Team

Meet the People Behind Firenze

Financial planning is personal. Our team brings together a diverse range of experience, perspectives, and specialties to help guide clients through life's important financial decisions. We believe meaningful relationships are built through trust, communication, and a commitment to understanding what matters most to you.

Our Story Meet the Team

Insights & Connection

Stay Informed & Connected

Explore planning insights, community events, educational resources, and ways to stay connected with Firenze Wealth Management.

Read timely insights on retirement planning, business strategy, life transitions, and long-term financial decisions.

Read the Blog

From client appreciation events to community initiatives and volunteer opportunities, discover ways to connect with our team.

View Events

Firenze Wealth Management Education Center

Access webinars, seminar recordings, planning resources, and educational insights designed to help you make informed financial decisions.

Explore Resources

Relationships Matter

Trusted by the Families We Serve

We're honored by the trust our clients place in us and grateful for the opportunity to help guide them through life's important financial decisions.

"Hiring Steve Mahoney has to be in the top 3 - if not #1 - best decisions you've ever made for your company. In the times we live in, where customer service is usually little more than another hollow marketing promise, Steve is the real deal."

- Brian Reick | Retired

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