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.

ebook

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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Investing and Financial Planning for Women

Investing and Financial Planning for Women

As we witness unprecedented social unrest related to the treatment of Blacks and other minorities in the United States, we should remember how disadvantaged women have been throughout history.  In particular, women face unique challenges as they plan their financial...

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The Virus is in Control

The Virus is in Control

Americans protesting the Coronavirus-related restrictions (Getty Images) The Markets The second quarter was one of the best for the US market in decades. The Dow Jones Industrial Average rose 18%, and the broader S&P 500 Index rose 20%, for the latest 3-month period....

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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.

CONNECT WITH US

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