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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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The COVID Race Continues

The COVID Race Continues

Global vaccine production has been racing to keep pace with a mutating virus A few weeks ago, we used an ultra-marathon as a metaphor for the race we’re running against the coronavirus. Americans might think that this is a national race, or perhaps a race just for...

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America’s Economic Engine Picks Up Steam

America’s Economic Engine Picks Up Steam

The US economy is picking up steam, leading the world out of the Coronavirus pandemic The Markets Both the Dow Jones and the S&P 500 hit fresh record highs this morning, and the Nasdaq is up around 0.8%, a sign that investors continue to expect strong economic...

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The Race Toward Herd Immunity

The Race Toward Herd Immunity

The marathon race of vaccination versus variant spread is continuing We're in middle of an ultra-marathon. You may not be familiar with “ultras.” These aren't ordinary marathons. A traditional marathon is just over 26 miles. An ultra is longer. Some are 100 miles, and...

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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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