Firenze Wealth Management Trifold

Inspiring Trusted Financial Solutions.

OUR STORY Founding Owners, Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to the birthplace of the Renaissance, Florence, Italy. The concepts of combining math, art, science, literature and physical health provided the backdrop of creating an entirely independent and holistic financial services firm. At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security. OUR VISION It is our intent to foster goodwill and good works in the communities we serve. We all believe that giving back supports forward momentum, for our clients and the people they care about. We aim to achieve extraordinary growth for our clients: personally, professionally and financially. We firmly believe this can be accomplished much more effectively by working together as a team. firenzewealth.com

OUR SERVICES financial planning A financial plan serves as an agreement between the client and the advisor to establish a set of instructions, a desired rate of return and the boundaries in which the advisor can work. If these things are not addressed, how can the advisor conduct themselves with your objectives in mind? We at Firenze Wealth value and respect the time needed to prepare, design and follow a financial plan. We consider it one of the fundamental parts of working together and building a relationship. risk management The proper management and care of risk is not always related to the investments. There are matters of addressing risk that will utilize insurance companies and policies in seeking to protect you. There are risks to your property and automobiles where using insurance is commonplace. Most people will use insurance for their healthcare. However, using insurance to provide protection in the event of a disability, long-term illness, or pension based income may be a practical strategy. We are professionals and understand how, where and if using insurance as part of your financial planning needs makes sense.

investment management Having a team of professionals who evaluate and manage risk is not assured of success, but certainly can be a strong advantage in financial management. We offer using actively managed portfolios in accounts where appropriate. There are also choices in fixed income and other types of fixed stock or mutual fund portfolios if active management does not fit into your objectives. We do manage investment portfolios and can monitor positions for price changes and news information. retirement planning We can plan for things and events in our lives. Yet, there are times when we are faced with unexpected changes. Retirement planning may need changes from a change of employer, a lay-off, spouse enters or leaves the workforce, or a disability. Having advisors who specialize in providing well thought out choices for various changes in retirement planning can offer strategies, suggestions and guidance.

YOUR ADVISORS let us be your guide It is our objective to be the premier financial services firm providing holistic solutions to help navigate and thrive today and in the future. Carrie Mullins Sara Tanner Susan Perry CEO, Wealth Advisor President, Wealth Advisor Wealth Advisor (503) 963-6520 (503) 963-6530 (503) 963-6502 Sierra SwiDrak Davis Siliga Kalin Rooney Financial Wealth Advisor Wealth Advisor Representative (503) 963-6510 (503) 963-6505 (503) 963-6595

CONTACT US (503) 963-6555 info@firenzewealth.com location 16083 SW Upper Boones Ferry Rd. Suite 110 Tigard, OR 97224 hours Monday - Friday 9AM-5PM Saturday & Sunday By Appointment FOLLOW US on the web facebook.com/firenzewealth linkedin.com/company/firenzewealth firenzewealth.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.