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How We Help

Integrated Financial Planning and Investment Management

We believe that most everyone can benefit from planning, and from viewing their investments as the “engine” that powers their plan.

While we offer both stand-alone financial planning and investment management services, most of our clients enjoy the benefits of integrating their planning and investment management into “wealth management”.

Our Approach

We’re committed to providing you with clear, thoughtful and objective advice so that you can make informed choices for your financial life.

As a Springwater client, you’ll sleep well at night, because you’ll know you have a robust financial plan in place that’s tailor-made for you.

Getting Acquainted

We start with a short conversation, arranged at your convenience, to determine if your situation matches our expertise.

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Financial Planning

We love meeting our clients, building lasting relationships and creating robust financial plans that deliver peace of mind.

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Investment Management

Your investment strategy will be built on decades of insights from financial science, and our deep understanding of portfolio management.

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Wealth Management

Our wealth management clients have unlimited, as-needed access to our team for personalized planning advice and guidance.

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Ready to Get Started?

Schedule a Free Consultation Today.

CONTACT US

OUR ADDRESS
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035

OUR PHONE
(888) 998-4796

OUR EMAIL
questions@springwaterwealth.com

CONNECT WITH US

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