Defined Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
8625 SW Cascade Ave Ste 410, Beaverton, ...Phone Number
(503) 444-7100Website
www.definedwm.comRevenue
<$5 MillionIndustry
About Defined Wealth Management
Defined Wealth Management is a modern, full-service independent wealth management firm that focuses on helping clients discover, plan, manage, and achieve their unique financial independence. The firm emphasizes the importance of understanding and managing the entire financial ecosystem, including investments, retirement, and estate planning. With decades of experience, Defined Wealth Management provides expert advice tailored to meet clients where they are in their financial journey. Their services are designed for individuals seeking to align their financial goals with a life well-lived.Explore more
Defined Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Defined Wealth Management
<$5M
1-10
Private
-
2020
AD
Alix DeMartinoDirector, Financial Planning & Senior Wealth Advisor
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Defined Wealth Management Tech Stack
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Defined Wealth Management is a modern, full-service independent wealth management firm that focuses on helping clients discover, plan, manage, and achieve their unique financial independence. The firm emphasizes the importance of understanding and managing the entire financial ecosystem, including investments, retirement, and estate planning. With... Read More
