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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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...
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....
You can read our market commentary for the second quarter of 2020 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
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
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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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