Member Monday: Firenze Wealth Management

Firenze Wealth Management joined the Tigard Chamber of Commerce in October of 2019. The chamber has helped them with connections not only for their business but for their clients. As a company that is dedicated to giving back to the community, the chamber and our Leadership Tigard program has made them aware of the needs in our community and how they can help or impact change. 

They are a Women-Owned, Women-Led Financial Services practice. Their team is committed to treating everyone with the dedication and respect they feel they deserve in an ever-changing landscape. They have over 100 years experience in Financial Services on their team.

Firenze Wealth Management is dedicated to helping people and businesses achieve their financial goals, through holistic planning that includes all aspects of a financial life…from risk management to education and retirement planning, Medicare, Social Security and PERS planning. They work collaboratively with our client’s Attorneys, CPAs and other financial professionals as well, to help clients now and to plan for a transition to the next generation.

During Covid-19, they had to pivot their business from meeting clients in person in the office or at their homes to virtual meetings. It has changed their way of operating completely, but still allows them to deliver the personal touch they feel is so important.

Co-Founder and President Sara Tanner is currently a sitting board member on the Tigard Chamber of Commerce Board of Directors. 

We encourage you to learn more about Firenze Wealth Management here.