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.
Get to know the Springwater team, and see if we’re the right advisors for you.
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.
Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.
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Start Planning Early Renowned investor Warren Buffet reportedly once said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” Indeed, one of the keys to overcoming retirement concerns, and to creating a successful retirement,...
Florida's governor has lifted all COVID-19 restrictions In a very short period of time, the attention of nation has shifted and this will have profound implications. With the passing of Supreme Court Justice Ruth Bader Ginsburg and the soon-following nomination of Amy...
Perhaps you were headed there anyway. You’ve been unhappy in your marriage for some time. But living in a global pandemic has heightened your awareness and now you’re thinking about divorce. We specialize in financial planning for divorced women. If you live in...
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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