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(503) 963-6555
info@firenzewealth.com

Designed for You

We can help you develop an approach that is designed to address your unique situation.

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Preparing for Tax Season

Review our tax resources below for valuable insights and guidance on this journey toward financial success in the coming year.

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Core Values

Respect. Integrity. Loyalty.  

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Inspiring Valued Financial Solutions

Smart investing doesn’t have to be complicated investing. We seek to simplify the process.

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Long­-Term Relationships

We strive to work closely with our clients, building long-lasting partnerships with them.

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A Holistic Approach

Our goal is to create customized strategies that weave together your financial goals and values.

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Are you retirement ready?

At Firenze Wealth Management, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and independent advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

 

Retirement

 

Estate

 

Lifestyle

 

Insurance

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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