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.
Get to know the Springwater team, and see if we’re the right advisors for you.
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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If life in a global pandemic and economic recession were not enough of a challenge, court records indicate that there has been an increase in divorce filings around the world. It seems that stay-at-home requirements have increased the tension between spouses and...
Historically, economic recessions have impacted men in the workforce more than women. During the Great Recession, men lost twice as many jobs as women. But the current economic crisis created by the Coronavirus pandemic has affected women more than men, as businesses...
Outdoor dining offered by restaurants as they reopen As we close out the month of August and enter the fall, the nation continues to suffer from the health effects of the COVID-19 pandemic, the resulting economic fallout and continued racial unrest and social...
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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