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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Memorial Day is Monday, May 25 The Markets Both the Dow Jones Industrial Average and the broader S&P 500 Index traded within a relatively narrow range on Wednesday and Thursday this week. As we write this just after the market open, both indices are again showing...
Nobel laureate and University of Chicago finance professor Gene Fama The market continues to process information and assign value to investments. This is exactly what markets should do, but it’s much more challenging when we’re in the midst of a global crisis. While...
So, you have decided that you need to hire a financial advisor. You have been a do-it-yourself financial planner for years and the results have been inconsistent, at best. But how do you find an advisor? Should you hire a fee-only fiduciary advisor or someone else?...
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
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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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