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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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A Deadline for Economic Relief Looms

A Deadline for Economic Relief Looms

Treasury Secretary Mnuchin and House Speaker Pelosi are negotiating a new COVID relief bill, up against a deadline In Case You Missed It Earlier this month, Springwater hosted another of our virtual "conversations", this time on the topic of Doctor Visits During the...

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The Nation Careens Toward the Election

The Nation Careens Toward the Election

Senate Judiciary Committee hearings begin for nominee Amy Coney Barrett It's been challenging to keep track of all of the incredible events that are taking place as we move closer to election day on November 3. We'll attempt to confine our commentary to events that...

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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 FREE 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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