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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Juneteenth

Juneteenth

A Texas monument to Juneteenth Today is Juneteenth, a holiday which commemorates the end of slavery in the US. It has its roots in the long-awaited moment of emancipation in Texas, where more than 250,000 enslaved black people received news on June 19, 1865 – more...

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Post Divorce Financial Planning: How to Rebuild Wealth

Post Divorce Financial Planning: How to Rebuild Wealth

Divorce can be a very challenging and emotionally exhausting process. During this time, focusing on your personal finances is likely one of the last things you may want to do. But understanding your financial situation, and taking the right steps to strengthen it, is...

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An Uneven Reopening Clouds Economic Picture

An Uneven Reopening Clouds Economic Picture

Social unrest continued last week. Demonstrations and protests against racial discrimination and police treatment of minorities have erupted all over the world. These efforts seem more sustained than those of the recent past and many are expected to continue...

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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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