Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form.  For your convenience, the documents will open in a new browser window.

• Form ADV 2A
  Springwater’s ADV 2A disclosure brochure

• Fee Schedule for New Clients
  Our fee schedule for new Springwater clients

• Client Questionnaire
  Our standard information and data-gathering resource, in a fillable PDF format

• Risk Tolerance Assessment
  Our risk tolerance assessment form