Important Forms
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
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.
CONNECT WITH US
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