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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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Biden Picks His Cabinet, and the Virus Surges

Biden Picks His Cabinet, and the Virus Surges

An airport security screening process on Thanksgiving eve Despite a plea from the US Centers for Disease Control and Prevention to avoid travel and large gatherings over Thanksgiving, millions of Americans opted to ignore the warnings to be with family and friends for...

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Promising Vaccines and Exploding Coronavirus

Promising Vaccines and Exploding Coronavirus

Thousands of vehicles wait in line for food donations in Dallas, Texas   The novel coronavirus is spreading uncontrolled across much of the nation. By virtually all metrics, the virus is spiking. The number of cases (an average of 170,000 new cases a day, and 1...

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The 401(k) – The Basics for Young Professionals

The 401(k) – The Basics for Young Professionals

As a successful, young professional, you probably already realize the importance of saving. But are you saving as much as should? Do you know how much is enough? What’s the best way for you to save at this stage in your career? Most Americans arrive at retirement with...

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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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