Springwater Wealth Management, LLC

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At Springwater, everything we do is focused on helping you – our client – achieve your financial goals.

We do so by:

  • working with you to create a robust, personalized financial plan that is tailored to your goals, your time horizon, and your lifestyle,
  • helping you understand the potential risks and returns from different investment strategies, so that you can make informed decisions, and
  • helping you take advantage of opportunities – and avoid potential obstacles and pitfalls – so that you can make real, measurable progress toward your goals.

We place great value on the trust you have placed in us, and we take our fiduciary responsibility very seriously.  Recognition and appreciation of our compassion, responsiveness, creativity, and technical competence are the highest compliments that you can pay us.

You can read more about our team of experienced, highly credentialed advisors here.  We’re committed to supporting the communities in which we live and work by investing our time, talents and resources. You can learn more about the organizations that receive our support here.

To view our fee schedule, click here.

OUR LOCATIONS

Our Portland office is conveniently located off Highway 217 in the Lincoln Center office complex.

Lincoln Center 5
10200 SW Greenburg Road, Suite 320
Portland, OR 97223

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.

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