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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.

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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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Young Professionals Should Avoid These Investing Mistakes

Young Professionals Should Avoid These Investing Mistakes

As a young professional whose income is increasing as your career blossoms, it’s important that you make smart decisions around saving and investing for the future. We highlighted a number of these smart decisions in a previous writing. But it’s equally important – if...

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Santa, Please Bring the Vaccine

Santa, Please Bring the Vaccine

Dr. Anthony Fauci confirms he vaccinated Santa for COVID-19 Santa, Please Bring the Vaccine When I was a kid, I remember looking forward eagerly to Christmas. I had dreams of what Santa would bring to our home. I remember wishing for a bike, a catcher’s mitt, and...

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The First Vaccines Arrive

The First Vaccines Arrive

Ultra-cold freezers are required to store the Pfizer vaccine Across the country, hospitals and trauma centers that have spent months preparing to administer a vaccine for a virus that has killed some 300,000 people in the US alone will begin receiving shipments of the...

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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 FREE 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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