Wealth Management Made Personal

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HOW WE HELP

Our mission is to provide you with clear, thoughtful and objective advice so that you can make informed choices for your financial life.

WHO WE SERVE

We specialize in helping independent women, young professionals, and (pre) retirees, but we serve a diverse group of clients.

ABOUT US

Get to know the Springwater team, and see if we’re the right advisors for you.

Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.

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Getting Started is Easy

Would you like to learn more about how we can help you build a solid plan for your future?  Schedule a complimentary consultation, fill out our contact form, or give us a call.


Using Grandparent-Owned 529 Plans to Pay for College

Using Grandparent-Owned 529 Plans to Pay for College

Simultaneously saving for college and for retirement can be a challenge for many families. A solution for some has been to ask for support from grandparents. We recently wrote about ways that grandparents can help pay for the increasingly expensive cost of a college...

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The New SECURE Act Means Big Changes for Some IRA Owners

The New SECURE Act Means Big Changes for Some IRA Owners

It's a new year, and for some owners of IRAs and other retirement accounts that means the cycle of calculating your Required Minimum Distributions ("RMDs") begins all over again. In December 2019 Congress passed, and President Trump signed, the SECURE Act. The law...

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Looking Forward to Another Roaring 20’s?

Looking Forward to Another Roaring 20’s?

If you’ve had a chance to review your portfolio’s performance for 2019, you’re probably pretty happy. Or, at least you should be… The stock market turned in a stellar performance. In fact, as you can see below, almost every major asset class finished with positive...

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OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

133 Mission Street
Santa Cruz, CA 95060

SCHEDULE A CONSULTATION

If you’d like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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