5335 Meadows Road,
Happy Valentine's Day! Stop by and treat yourself or a loved one to a rose (or two) and some treats. Everyone can use a lil' love now and again!
Please join us for this extraordinary seminar. Learn how to protect and maintain your most valuable asset. Presented by Hartford Funds.
Safely destroy documents at our SHRED event in the Container Store Parking lot. No charge! Grab a Mother's Day treat while you're there!
We're Beyond grateful for your referrals. This is an appreciation dinner/drinks/evening, no business! Bring friends to enjoy it along side you if you like!
Treats, Drinks, Games, Music, Giveaways, Raffle...! Bring a favorite dish (not required) and email us the recipe ahead of time for extra raffle tix!
Behavioral Economics expert Ryan Garcia, CIMA, MA in BE, presents on cognitive pressures, behavioral spending influences, and so much more!
Poll coming on Facebook soon! If you have a topic you'd like to learn about, please email or call us and let us know. You help form what we offer!
A unique and fun event (bring your friends) learning about wine blending from Trent Moffet, then tasting & competing! Do not miss this!
Adults AND/OR Kiddos! Stop by our office and grab a treat bag. Come dressed up (extra prize!) or come as you are. This is the day BEFORE Halloween!
Please help! Call or stop by for a giving tree tag. Donations go directly to local homeless person with a story and a need. 1 raffle ticket per donation!
Not to sound like a broken record but we are SO thankful for you! Let us help out this holiday season. Grab your pie to eat or freeze. RESERVE NOW!
BWM has been chosen by Santa's elves to be a pop-up location for extra cheer. Stop by and see what they've done, complete with a prize wheel!
Extra special this year, as we host our party in a new space! Stay tuned for the location and festivities. What will remain the same? Pampering our clients. We apreciate you and want you to feel the love as holidays approach and the bustle begins. Plan to spend your evening relaxing and enjoying with us and like minded wonderful individuals. Although this event is closed to the public, clients are welcome to bring family or friends, but please pre-register. The sooner the better - it helps us so much!REGISTER HERE (it's NEVER too early to help us plan for you!)
Adopt a local homeless friend for our annual Project Homeless Connect clothing drive! Receive 1 raffle ticket per item donated, to be placed in our Holiday Gift Basket raffle. Your donations go directly to homeless friends with real struggles. Thank you in advance!
Mark your calendar! We are so thankful for you all. Let us help a little in the kitchen this year and provide a pie for your Thanksgiving table, or take it as a hostess gift and claim it's homemade ;) We are partnering with Costco to buy LOTS of pies - freeze, defrost, and serve! Limit 1 per family
We are honored to be hosting a pop up location for Santa's elves this year. The elves want to spread extra cheer and will turn our office into a gift-giving satellite store. They'll be setting up a prize wheel for spinning, a raffle basket, and lots of treats to pick from for kids and adults alike!
We are always thrilled at the turnout of this annual event! Save the date and plan to spend an evening letting us spoil you! Treats, refreshments, a prize wheel, games, raffle prizes, a photo booth, and more. Clients are welcome to bring family and friends!
We get lots of questions from clients & the public wondering what ALL we offer. Join us to learn more about the full spectrum of services we provide! Bring along anyone interested in learning a little about what we do. Attend via Webinar or in-person. We will present an overview of services then open up for questions. Refreshments served in-office. FOLLOWING this presentation you may stay for the Washington to Wall Street Seminar if you choose! See description to the right. We hope you stay!
We have partnered with Putnam investments to bring you a 'Washington to Wall Street update'. This educational seminar will discuss changes to the tax landscape, the state of Washington D.C., and the state of the markets. Location Beyond Wealth Management office & webinar. Refreshments to be served.
We are so excited to host our clients in partnership with Moffett Family Wines for this fun and exclusive wine blending experience guided by Trent Moffett of Moffett Family Wines. Wine blending, fun competition, light bites, and prizes to be provided. Clients may bring one additional person or couple to enjoy the evening with and we will pair you on a blending team together.
Clients! Bring a friend along and join us as the Pendelton Whiskey Take Down Guide Service brings to you the experience of a lifetime. We will fish for Salmon in Astoria, OR as they flood in from the ocean to the mouth of the Columbia River. People come from all over the world to fish Buoy 10 - extreme water and extreme excitement!
Advisor Kris Sleeman, i.e. 'Chef Kris' outside of work and Advisor Nick Christensen, would like to share some summertime favorite recipes with you. We thought it would be fun to have a potluck so you can share as well. (Not required!) Both advisors will cook up and serve a couple easy but amazing family favorites, and will put the recipes in a BWM summertime favorites recipe book for you to take home! Provide US with a favorite summertime recipe (drink, salad, side, dessert, etc.) BEFORE this event, to be included in the book, and be entered to win a HUGE summer gift basket Not only submit your recipe, but BRING your dish to share at the potluck and get double entries! Mark your calendars and stop by for summertime treats, drinks, games, your recipe book & giveaways. Bring family, friends, & kiddos. Submit receipes by 7/19 to email@example.com.
A 'Thank You' to those who have recently sent referrals our way. We will have these dinners every few months in an effort to keep them small. Make it a date night with your spouse, bring a friend or couple, come solo, or bring your referral. This is a relaxed thank you dinner/drinks. No business, just appreciation.
Stop by our office parking lot (near the Containter Store at Bridgeport Village) to find a Shred Truck rented for your convenience. Safely destroy documents you're finished with! Refreshments served!
Cyber security and personal information is increasingly at risk. Beyond Wealth Management has partnered with Gary Rossi, VP Fidelity Investments, to bring you his professional experience of more than 30 years as a private sector and law enforcement security professional. Gary has deep expertise in investigations on cyber fraud, risk mitigation and strategic planning. Prior to working with Fidelity, Gary served for 14 years as a Special Agent for the FBI, specializing in a variety of white-collar crime investigations, which included sophisticated financial fraud.
Come get your photo taken in our snowy Winter Wonderland scene!
This fun photo booth will be setup and ready for you to take fun photos, boomerangs, and more! Perfect timing for holiday cards - you'll receive a digital copy of your photos immediately!
Clients, Family/Friends of Clients, Children Welcome!
Cocktails, Cocoa, Candycanes, Scavenger Hunt, Door Prizes, Raffle, kid activities & More!
Photo Booth WILL also be setup during this event!
If you're getting a Santa photo, visit us during the event for your voucher.
Our giving tree benefits WA County Project Homeless Connect, providing homeless friends with winter essentials.
Grab a tag, call the office for tag info., or drop off any NEW essentials, including: socks, coats, sweatshirts or pants. We have a Thank You surprise waiting for you!
Tis' the season of giving! Let's have some fun! Stop by our office and spin the wheel to see what you have been gifted! Adults & Kiddos of all ages will have a great time getting spoiled a little extra this season.
Dec 3rd 2022 5pm - 7pm Complimentary Photos With Santa!
Beyond Wealth Management has reserved the wonderful Bridgeport Santa again this year! Come get your photo taken on December 3rd between 5pm - 7pm. RESERVE your time slot HERE, then show up at our office to get your voucher!
Dec 3rd 5-7 Complimentary Photos With Santa!
NOW OPEN! TRICK OR TREAT! (Public & Client Event)9:30am - 4pm Monday - Friday during October
Stop by the office anytime in October and trick-or-treat!
Treats for kiddos and treats for adults. Bring your friends, neighbors, anyone who deserves a little extra sweetness this month.
Don't be shy...help us eat all of this pumpkin and candy goodness :)
7455 SW Bridgeport Rd Suite 220 Tigard, OR 97224
Cider, Cocoa, Coffee & more...
with a little extra treat to add.