Springwater Wealth Management, LLC

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  • Home
  • Who We Are
  • How We Help
  • Who We Serve
  • Resources
  • Contact Us
  • For Clients
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We work with you to build a solid plan for your future, with a collaborative approach that is focused on your needs, concerns, opportunities and goals.

Our mission is to empower you to feel financially secure and comfortable, especially during and after times of significant change.

Our services include:

  • financial planning and retirement planning
  • investment management, including socially responsible investing (SRI) strategies
  • wealth management
  • divorce financial analysis
  • retirement plan advice

We’re an independent, fee-only practice, with offices in Portland, Oregon and Santa Cruz, California. Our firm’s CERTIFIED FINANCIAL PLANNERTM principals are highly educated, experienced and credentialed, with decades of experience in helping clients live their ideal lives.

We invite you to explore our website, where you can learn more about our practice, our commitment to financial planning, and our investment philosophy.

To learn more, please contact us to schedule a complimentary initial consultation.

Watch our video to see what makes Springwater different

Wealth Management

Let us help you integrate your values and goals with your resources - to grow, protect, enjoy and transfer your wealth. Learn More...

Financial Planning

Do you have a clear, comprehensive and personalized financial plan to help you achieve your goals?
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Latest News

Minimize Your Taxes with Asset Location

February 21, 2019 By springwater

Why We DON’T Hate Annuities, and You Shouldn’t Either

February 19, 2019 By springwater

Divorce, IRAs and Bankruptcy

February 14, 2019 By springwater

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.

615 Water Street
Santa Cruz, CA 95060

Schedule a Free 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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