Lawry de Freitas Wealth Management, LLC

Lawry de Freitas Wealth Management, LLC Our vision is to be the most trusted and well-respected wealth management firm in the industry.

Our purpose is to pursue a culture of excellence that provides innovative solutions, aligned with the best interests of our clients. Our values based approach requires us to be objective in the advice we provide, with clear communication of how and why to move forward with the action steps needed for our client's success. It is our goal and priority that our clients take ownership in the strategie

s we formulate together to allow them to feel comfortable in taking action to meet financial goals. Finally, we strive to be the financial resource our clients turn to as life progresses. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see our website at www.lawrydefreitas.com for additional disclosures.

Just entering retirement? Here's what you need to know.
07/21/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

How many credit cards do you have?
07/16/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Considering alternative investments? It’s critical to sort through the complexity.
07/14/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Some simple, inexpensive energy-saving tips that may help you save money.
07/09/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Consider a bucket plan to go with your bucket list.
07/07/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

What’s the difference between a General Obligation bond and a Revenue bond?
07/02/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

There are thousands of Exchange Traded Funds available. Should you invest in them?
06/30/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/25/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
06/23/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Address

12909 SW 68th Parkway, Suite 120
Tigard, OR
97223

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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