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.


The Importance of Retirement Planning for Women

The Importance of Retirement Planning for Women

At Springwater, we’re fortunate to count many “independent” women among our clients.  For us, “independent” simply means that they rely on their own financial resources to support themselves.  Some are widowed, some divorced, and some never married.  They vary in age...

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What Could Go Wrong for Investors?

What Could Go Wrong for Investors?

As we meet with our clients, and with colleagues in the professional community, in the first few weeks of 2020, we’re often asked about our expectations for investment returns for the coming year. Now, you might think it would be easy for a professional investment...

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Divorce and Paying for College – Who Should Claim Custody?

Divorce and Paying for College – Who Should Claim Custody?

As we all know, the process of getting divorced is a difficult one, and can often be contentious and adversarial. It’s no wonder, then, that the separating couple often doesn’t fully explore the alternatives for paying for their children’s college costs. Here are some...

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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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