Wealth Management

Springwater’s wealth management service integrates our financial planning and investment management services to help you grow, manage and preserve your wealth.

You’ll have unlimited, as-needed access to our team of experienced, credentialed CFP professionals, who will provide you with honest, objective advice and guidance that’s always in your best interest.

Your financial plan is the foundation of our relationship.  When we first build your plan together, we’ll ensure that it provides you peace of mind and confidence about all aspects of your financial life.

We’ll incorporate:

  • tax planning,
  • retirement planning,
  • estate planning,
  • if needed, college planning,
  • at the appropriate time, income distribution planning, and
  • charitable giving and family legacy planning

all with the objective of helping you create your ideal life.

In the event that we can’t assist you directly, we’ll work closely with your other advisors – like your CPA, your estate planning or business attorney, and your insurance agent or broker – to deliver a seamless experience.

We’ll update your plan regularly so that it always reflects your current circumstances, and so that you’re confident about your financial future.

We’ll professionally and prudently manage your investment and retirement accounts, in the context of your plan.

What does that mean? In short, we’ll endeavor to never take any more investment risk than is necessary for the success of your plan.



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


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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