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Wealth Management Made Personal

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HOW WE HELP

Our mission is to provide you with clear, thoughtful and objective advice so that you can make informed choices for your financial life.

WHO WE SERVE

We specialize in helping independent women, young professionals, and (pre) retirees, but we serve a diverse group of clients.

ABOUT US

Get to know the Springwater team, and see if we’re the right advisors for you.

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Complimentary eBook:

An Independent Woman's Guide to Retirement

This guide outlines steps you can take prior to and during retirement to improve your financial security and secure financial independence for life. 

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Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.

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IRS announces 2022 retirement plan limits

IRS announces 2022 retirement plan limits

The 2022 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2022. If you're an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your retirement...

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Should I manage my own investments?

Should I manage my own investments?

Over the years we’ve worked with a lot of clients who retained us for “planning only” advice. Some of them were working with a broker or advisor already, but one who didn’t offer robust planning advice. Just as often, though, they were managing their own portfolios as...

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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.

133 Mission 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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