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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.

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

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Getting Started is Easy

Would you like to learn more about how we can help you build a solid plan for your future?  Schedule a complimentary consultation, fill out our contact form, or give us a call.


COVID-19: So Many Unanswered Questions

COVID-19: So Many Unanswered Questions

As we close out another week with the coronavirus, perhaps you’ve adjusted to this new way of living. Have you developed a new routine? People generally need structure in their lives to maintain good mental health. We’re comforted by a sense of familiarity, normalcy,...

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It’s In Our Hands Now

It’s In Our Hands Now

Last night, at the end of another long day working from home – a day filled with watching the markets gyrate and reassuring a few anxious clients that this crisis, like others before it, will pass – I took a few minutes to watch a video with my oldest son, Caspar. The...

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COVID-19: Reality Hits Home

COVID-19: Reality Hits Home

Microscopic view of the novel coronavirus The Medically-Induced Coma When leading global health policy authorities realized that the new coronavirus was likely to become a pandemic, they advocated for strong policies designed to limit social contact. We now know that...

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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 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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