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.


Looking Forward to Another Roaring 20’s?

Looking Forward to Another Roaring 20’s?

If you’ve had a chance to review your portfolio’s performance for 2019, you’re probably pretty happy. Or, at least you should be… The stock market turned in a stellar performance. In fact, as you can see below, almost every major asset class finished with positive...

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Have You Set Your New Year’s Resolutions?

Have You Set Your New Year’s Resolutions?

It’s that time of year again – the time to set our New Year’s resolutions. We have the very best of intentions when we contemplate the start of a new year, and commit ourselves to making changes. Lose weight, eat healthier, spend less time staring at “screens”,...

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Rethinking How You Travel

Rethinking How You Travel

"Home, James!" You may never have had your own chauffeur. In fact, if you’re over the age of 50, you’ve probably always either owned or leased your car.  Yes, you may also have taken public transportation (bus, train, tram, etc.), rented a car, used a ride service...

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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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