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.
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.
Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.
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The 5 Ways a CFP Can be Crucial to Financial Planning for Women
During World War II women began to enter the workforce in large numbers. While many men were doing most of the actual fighting, women left their homes to replace men who left jobs and enlisted in the war. Ever since women have been a growing presence in the American...
America in Crisis
Protests sweep the country in the aftermath of the murder of George Floyd This past weekend was marked by demonstrations, protests and riots in major cities across the country. The trigger was the death of George Floyd, a black man who died in police custody in...
Living with the Coronavirus
A airline passenger has her temperature checked at check-in The events in Minneapolis overshadow everything this week. Protests, some of them violet, have broken out in a number of American cities in response to the killing of George Floyd by a police officer. We...
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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