Firenze Wealth Management

A quick reminder that our Social Security Decisions webinar is happening tomorrow at 4:00 PM.

We’ll be discussing key Social Security considerations, including benefit timing strategies and important retirement planning decisions in a clear, practical way.

If you’ve been meaning to register, there’s still time. We look forward to the conversation.

https://us06web.zoom.us/webinar/register/WN_7trc2N-bSXCMaf55dhpttA #/registration

📞 (503) 963-6530 | 🌐 firenzewealth.com

Life is simply better when it’s shared with the people who have been there through every season.

Today we’re celebrating friendship, connection, and some of the special people our team is grateful to call their best friends. Happy Best Friends Day from all of us at Firenze Wealth Management 💜

It’s easy for financial goals to drift into the background once the year gets busy. Summer can be a great time to pause, revisit priorities, and check in on the progress you’ve made so far.

In our latest blog, Carrie shares why mid-year goal tracking is less about perfection and more about staying aligned with what matters most as life and priorities continue to evolve.

https://www.firenzewealth.com/blog/goal-progress-tracking-a-mid-year-check-in-for-your-financial-plan

📞 (503) 963-6530 | 🌐 firenzewealth.com

This Pride Month, we’re celebrating the importance of authenticity, connection, and creating spaces where everyone feels welcomed, respected, and supported.

At Firenze Wealth Management, we value the relationships we build and believe every individual and family deserves to feel seen and understood.

Happy Pride Month 🌈

Happy Birthday to our Client Care Specialist, Alexa Spiridon! 🎉

We’re so grateful for everything Alexa brings to our team and the clients we serve each day. Wishing her a wonderful year ahead!