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2020 Grad Gifts 

2020 Grad Gifts 

We all remember our graduation. The 2020 grads will be no different. We can't imagine what it's like to experience this life changing event during COVID, so we wanted to do something for them. We are delivering 425 grad gifts to a local High School, and have also offered gifts to our clients' Grads, or their friends / relatives. Please contact us if you are a client and have not yet signed up for a gift, and would like one!

Clients please sign up HERE!
'Quarantine' Birthday Lawn Bombs

'Quarantine' Birthday Lawn Bombs

KGW followed us on one of our Birthday Lawn Bomb evenings. To read more about this, or sign up for June, scroll down.

Watch KGW Segment Here
Spreading Joy during COVID-19

Spreading Joy during COVID-19

Beyond Wealth Management spent April lawn bombing 103+ lawns to help spread joy to kiddos experiencing Birthdays during the stay-at-home order. We wanted to support small businesses by purchasing gift cards and goodies, as well as brighten up our community, so we meshed the two and 'Birthday Lawn Bombs' was born! We show up the night before the BDay, stake balloons, hang banners, put up a sign, and leave a goodie bag! We've had a BLAST putting smiles on kiddo's faces! 


We wanted to continue the momentum into May, but needed help! We brought the community together to keep this going, and because of these small businesses stepping up, another 100+ kids are receiving lawn bombs! Thank you to Marie Boatsman Musa Sherwood Artistry of Serendipity Halgren Construction Dutch Bros Coffee Country View ELC Alder & Elder Sprinkles of Joy Domino's Pizza The Hungry Hero Dessert Co. & 3Kallecks Home Services for your help!


For JUNE, we are requesting an optional suggested donation of $10 (or more) to go directly to the Sherwood Youth Football Association (SYFA). Please join us in thanking SYFA for stepping up and volunteering to help with the the craziness of blowing balloons up each day and decorating at night. June wouldn't be possible without them. Thank you SYFA!  With your help, we look forward to serving another 100+ families in June.


Help keep SFYA "No Pay to Play"! You can make a donatation here:  https://www.sherwoodyouthfootball.com/
Click on the BLUE SUPPORT SMALL BUSINESS CIRCLE logo to contribute.   THANK YOU!!!


Waddell & Reed, Inc. is not affiliated with Sherwood Youth Football Association (SYFA) and no cash or cash equivalent donations can be accepted by independent financial advisors on behalf of SFYA.  Waddell & Reed, Inc. is not responsible for any donations made.

SIGN UP FOR JUNE HERE!
All Hands for Hunger

All Hands for Hunger

Kris and Sue working with All Hands for Hunger to provide meals for Rose Brooks, a center created to protect hundreds of adults, children and pets who need emergency shelter to escape life-threatening abuse.

Rose Brooks Center
Project Homeless Connect (PHC)

Project Homeless Connect (PHC)

Beyond Wealth Management is proud to support PHC as a sponsor and contributor on an ongoing basis. Through five one-day events a year, this outstanding project serves over 1,000 individuals per year with critical services such as dental, vision, haircuts, foot care, massage, medical, chiropractic, clothing, and connecting to over 65 partner agencies. Working with the Oregon Employment Department, Work Source, Goodwill, and more than 40 local businesses, PHC connects those experiencing homelessness or at risk of becoming homeless with employers who are hiring at Project Employment Connect. In partnership with the Banfield Foundation, PHC also hosts Pet Connect, a one-day event connecting low income and homeless friends with critical services for their pets.


The journey that brought us here began with Kris & Maria's oldest son, Parker. Since 4 years old Parker has had a special place in his heart for those in need. It began with asking if he could give his new coat to someone on the corner. It continued with donating toys and clothes to families during the holidays, delivering coats, blankets and supplies to individuals around the city and serving local homeless friends through PHC. 

Learn more about Project Homeless Connect here: http://www.phcwc.org/

Photos of the journey that led us to this cause.
Friends of Lily Bay

Friends of Lily Bay

Beyond Wealth Management looks forward to many years helping keep Lily Bay clean! Sue Yesilada leads the group, Friends of Lily Bay, to help keep the tranquil hidden oasis clean and protected. 


Please let us know if you'd ever like to join our work parties to protect the quaint area by eradicating invasive species that threaten to take it over.  This woodland and Bay is home to deer, turtles, beaver, otter, frogs, water fowl blue heron and birds of prey.

Lily Bay Volunteer Info
Adopting a family in need for the Holidays - December 2019

Adopting a family in need for the Holidays - December 2019

For our 2019 Holiday get together, we were looking into having a special dinner, or doing a fun activity, when, (perfect timing), we heard about a family whose Holiday wish list hadn't been fulfilled.  We all decided to put our holiday party budget toward bringing joy to this family.  We had a ton of fun at our wrapping party and sure hope this family feels the love.  WE were so inspired that it will become an annual tradition for Beyond Wealth Management!

Photos of the journey that led us to this cause.
Supporting Sherwood Basketball Organization - October 2019 

Supporting Sherwood Basketball Organization - October 2019 

We love supporting youth sports!  Our sponsorship of the Sherwood, OR basketball organization put a smile on our face when Kris and Maria Sleeman's son, Parker, came home wearing this! (our logo is in the center...and clearly needs more BLACK in it!)

Sherwood Basketball Organization

Waddell & Reed is not affiliated with and does not endorse any other entities referenced.  05/20