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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.


COVID-19: Keeping Connected

COVID-19: Keeping Connected

Staying connected with our loved ones can keep us healthy The Latest Yesterday, hours after the President defended his decision to change course and extend social distancing measures to the end of April, America’s COVID-19 fatalities surged passed 3,000. We now have...

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The Importance of Diversification in The Preservation of Wealth

The Importance of Diversification in The Preservation of Wealth

Educated investors understand that there is a benefit to diversification. Setting aside grandma’s warning to not put “all your eggs in one basket”, there are clear advantages to investing broadly within and across different types of investments.  Diversification is...

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COVID-19: Has the Long March Started?

COVID-19: Has the Long March Started?

Patriotic poster depicting Mao's 1934-35 Long March The coronavirus crisis gripping the world continues to unfold in ways that have altered life for virtually everyone on the planet. People on every continent are in a pitched battle with an unseen foe. The sickness,...

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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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