Delivering Peace of Mind
HOW WE HELP
We offer our clients robust financial planning advice and guidance, together with investment management strategies built on decades of insights from financial science.
Our mission is simple: to help you live your ideal life, and deliver peace of mind.
WHO WE SERVE
We specialize in helping independent women, pre-retirees, and retirees.
INDEPENDENT WOMEN
PRE-RETIREES
RETIREES
Ready to Get Started?
Schedule a Free Consultation Today.
As an independent firm, we work only for you and our other clients. There’s no head office in San Francisco, Chicago or New York dictating what our priorities should be. You are our priority.
As a FEE-ONLY practice, we don’t sell any products, or accept commissions, referral fees or other third-party payments. We’re compensated only by our clients.
As FIDUCIARIES by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.
Our advisors are all credentialed – holding the Certified Financial Planner™ designation as well as other credentials and/or advanced degrees – and experienced.
WHY WE’RE DIFFERENT & WHY OUR CLIENTS CHOOSE US
Independent – we work only for you
Fiduciary – we always do what’s best for you
Fee-only – we don’t sell any products
Credentialed & Experienced – benefit from our advisors’ knowledge and experience
SUBSCRIBE TO OUR NEWSLETTER
Get Springwater’s Newsletter in Your Inbox
CONTACT US
OUR ADDRESS
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
OUR PHONE
(888) 998-4796
OUR EMAIL
questions@springwaterwealth.com
CONNECT WITH US
Want to keep up with the latest news from Springwater? Follow us across our social networks.