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.
Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.
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Getting Started is Easy
Would you like to learn more about how we can help you build a solid plan for your future? Schedule a complimentary consultation, fill out our contact form, or give us a call.
Women Planning for Retirement: Why You Need an Effective Financial Plan in Place
As a woman, you’ll almost certainly be completely responsible for your finances at some point in your life. It may be because you choose not to marry, or because you marry but later get divorced. Or it may be because you’re married, but at some stage will be widowed...
Retirement Concerns: 4 Ways to Not Outlive Your Retirement Savings
If you’re like most of us, you may be looking at retirement with a mix of anticipation and trepidation. It may be decades away, or it may be right around the proverbial corner. During your working career, you’ve probably been diligent about saving to buy a home,...
The Financial Impact of Divorce on Women – 5 Challenges You’ll Face
If you’ve ever gone through a divorce, as many of us have, you know that it’s an incredibly difficult experience. What’s arguably been the most important relationship in your life is about to end, or has just ended, and you’re reeling. So many things have changed. ...
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.
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