How We Help
Integrated Financial Planning and Investment Management
We believe that most everyone can benefit from planning, and from viewing their investments as the “engine” that powers their plan.
While we offer both stand-alone financial planning and investment management services, most of our clients enjoy the benefits of integrating their planning and investment management into “wealth management”.
We’re committed to providing you with clear, thoughtful and objective advice so that you can make informed choices for your financial life.
As a Springwater client, you’ll sleep well at night, because you’ll know you have a robust financial plan in place that’s tailor-made for you.
If there seems to be a good “fit”, we can follow up our call with a complimentary 60-minute consultation, either in-person or “virtually”, as you prefer. This is an opportunity to explore in more depth what you’re looking for from an advisory relationship.
After our consultation, if we both agree that we’re the right advisors for you, we’ll send send you an engagement letter, that reflects what we learned from our conversations, describes our process, and states our “not to exceed” fee for your financial plan. Return it to us when you’re ready to get the process started.
If you’re like most of our clients, you need a robust, comprehensive plan that addresses most or all of the core areas of financial planning: cashflow management, risk management (i.e. insurance), retirement saving (accumulation), estate planning, tax planning, and investment management advice.
But, depending on where you are in life, your plan may also include education funding for private school or college, Social Security planning, or retirement income (distribution) planning.
When your plan’s complete, we’ll review it with you, and “stress test” it for things that could go wrong.
Finally, we’ll detail “what we learned” and the “action items” for you in a personalized summary letter.
Schedule a free consultation today to learn more about how we can help you build a financial plan that delivers peace of mind.
If you’re at a point in life where you don’t need a financial plan, but want a professional to manage your investments, we can provide investment management services on a “stand-alone” basis.
At Springwater, we’ve done our homework, so we know the factors that largely determine portfolio performance – and they’re things that a disciplined, professional advisor can control, like asset allocation (your “mix” of investments), diversification, taxes and fees, and perhaps most importantly, emotions. We don’t waste time on the loser’s game of trying to pick stocks, time the market or guess which sector or industry will out-perform next quarter.
Your investment strategy will be designed to take as little risk as possible, while still helping you achieve your goals – like college for your kids or grandkids, an early retirement, travel to interesting places with friends and family, or charitable giving, to name just a few possibilities.
If you’re interested in expressing your personal values in your investments, we can build a portfolio for you that reflects your social, environmental and governance preferences. For example, many of our clients prefer fossil fuel-free investment funds.
Schedule a free consultation to learn why our approach to investing is the prudent way to manage a portfolio, and how it can provide you with a better long-term investment experience.
Our wealth management service integrates personalized financial planning with tailored investment advice.
Your financial plan will be updated whenever you’d like.
Your portfolio will be managed in the context of your plan.
We’ll incorporate tax planning, estate planning and, when it’s time, income distribution planning, all with the objective of helping you create your ideal life.
Schedule a free consultation to learn more about how a personalized, integrated approach to managing your wealth can help you live the fulfilling life you want.
We love meeting our clients, building lasting relationships and creating robust financial plans that deliver peace of mind.
Schedule a Free Consultation Today.
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
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