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.
Navigating a Sea of Emotions
We’re in San Diego this week for the Schwab IMPACT conference. There are 5,000 advisors and other financial services industry professionals here at the San Diego Convention Center. This is one of the most impressive conferences we’ve attended in our 30+ year careers....
Divorce in a Changing Landscape
Perhaps one of the most interesting shifts in societal norms in the US has been the growing acceptance of divorce. This has happened because of economic empowerment, growing tolerance of divorce within organized religions and changes in social norms. It was not until...
It was 90 Years Ago Today…
Very few among us remember what happened on this day in 1929. It was “Black Tuesday”, and the stock market dropped by 12% that day. The stock market’s slide had begun a few days earlier on October 24, but it accelerated until the “crash” on the 29th. The stock market...
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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