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.


Misaligned Values

Misaligned Values

From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...

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Student Loan Debt and the Tax Bomb

Student Loan Debt and the Tax Bomb

Last week we shared with you some of the frightening statistics about student loan debt in this country. Today, Americans owe a combined $1.4 trillion dollars on their student loans. Many of these borrowers are counting on some form of loan forgiveness to help them....

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It’s FAFSA Time Again

It’s FAFSA Time Again

If you have kids who are in college, or who expect to enroll next fall, you should file the Free Application for Federal Student Aid (or “FAFSA”) as soon as possible. The Department of Education began accepting FAFSA applications on October 1. According to the experts...

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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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