Independent, Fee-Only Wealth ManagementSubscribe Now

Welcome to Springwater Wealth Management, LLC

We are an independent, fee-only wealth management firm with offices in Portland, Oregon and Capitola, California.  We provide our clients with high-quality financial planning and investment management advice, designed to help them live the lives they desire.

We invite you to explore our website, where you can learn more about our wealth management, financial planning and investment management services, our team of highly credentialed CERTIFIED FINANCIAL PLANNERTM professionals, and our intelligent approach to investing.

If you’re interested in building a relationship with a caring and trusted advisor, and would like to learn more about how we can help you live the life you want, please contact us to schedule a complimentary initial consultation.