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.

ebook

Complimentary eBook:

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. 

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Your Financial Life Can Be Complicated. We'll Get You Organized and On Track.

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The Race for a Vaccine, and Vegan Brownies

The Race for a Vaccine, and Vegan Brownies

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...

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Markets Rapidly Price Information

Markets Rapidly Price Information

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...

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What Are the Advantages of Hiring a Fee-Only Fiduciary Advisor?

What Are the Advantages of Hiring a Fee-Only Fiduciary Advisor?

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?...

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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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