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.


The Intel Mega Roth for 2020

The Intel Mega Roth for 2020

Intel has changed its retirement plan to allow participants to make after-tax contributions to the 401(k) and make an in-plan conversion of those dollars to a Roth account. Background Employee contributions to qualified retirement plans like Intel’s 401(k) are limited...

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Financial Security Over the Holidays

Financial Security Over the Holidays

With the busyness of the holidays upon us, you may be more susceptible to “letting your guard down” and opening your checkbook. Unfortunately, this may sometimes be to people whose intentions are bad. Our older family members, relatives and friends are particularly...

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The Season of Giving

The Season of Giving

With the holiday season upon us, it’s an opportune time to give thanks for our good fortune, and to look for opportunities to help others. This week, we’re sharing with you what our Springwater colleague Frank Remund and his family do each year. Our church has a Food...

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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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