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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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How Can Baby Boomers Prepare for a Secure Retirement?

How Can Baby Boomers Prepare for a Secure Retirement?

If you were born between the mid 1940s and the mid 1960s, you’ve been labeled a “baby boomer” by economists and population researchers.  Setting aside all the predictable jokes, there are some things that make you and your fellow “boomers” unique. One of those is that...

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The West Coast Burns

The West Coast Burns

Air dropping retardant in a battle against the growing fires It was a stunning week for residents of the West Coast. We have endured record-breaking fires that have displaced tens of thousands (including many of my family members), burned thousands of structures, and...

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Celebrating America’s Workers

Celebrating America’s Workers

Labor Day poster with Frederick Douglass quote Yesterday America celebrated Labor Day. Labor Day pays tribute to the contributions and achievements of American workers. During the 1800s, the Industrial Revolution was at its peak, and many Americans worked 12-hour...

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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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