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 Oregon 529 Plan – A Tax Change Makes a “Meh” Plan Less Attractive
We're not entirely sure what motivated the Oregon State Legislature to make changes to the tax benefits associated with contributions to the Oregon College Savings Plan. But it did, and we consider the change to be another reason for those saving for college to...
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...
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...
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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