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Project Homeless Connect (PHC)

Beyond Wealth Management is excited 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. 


We look forward to joining the 50+ volunteers in serving our community at the next event in Jan. 2020. If you're interested in joining us, we would love the additional support!

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

Sue Yesilada leads the group, Friends of Lily Bay, to help keep the tranquil hidden oasis clean and protected. Beyond Wealth Management looks forward to supporting the next clean-up effort at the local Lily Bay Natural Area on Feb. 8 2020.


Please let us know if you'd like to join our work party 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

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 

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!)

Lily Bay Volunteer Info

Waddell & Reed is not affiliated with and does not endorse any other entities referenced.  01/20