We help you build a solid plan for your financial future.

Springwater Wealth Management provides wealth management, investment management and financial planning services to individuals, couples and families. We’re an independent, fee-only practice, with offices in Portland, Oregon and Capitola, California. We pride ourselves on always acting in our clients’ best interests.

We invite you to explore our website, where you can learn more about our services, our team of highly credentialed CERTIFIED FINANCIAL PLANNERTM professionals, and our intelligent, evidence-based approach to investing.

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

Watch our video to see what makes Springwater different