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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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The G-7 Meet

The G-7 Meet

The G7 nations met this past weekend in England Over the weekend, President Biden concluded his first meeting with the world’s other major heads of state, wrapping up a gathering of the G-7 in Cornwall, England. He also met with Britain’s Queen Elizabeth II, the 13th...

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How Much Can I Spend in Retirement?

How Much Can I Spend in Retirement?

For all but the wealthiest retirees, ensuring that your savings and investments will last long enough is important. So determining whether you’ll be able to maintain your desired lifestyle and level of spending is essential to a secure, comfortable retirement. Let’s...

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Roaring ’20s Redux?

Roaring ’20s Redux?

Is the American economy in another "Roaring '20s"? Historic US Economic Recovery You’ve lived through a remarkable period in American history. The global pandemic brought the country to a near halt in 2020. The economy shrank dramatically. Millions of workers lost...

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