Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form. For your convenience, the documents will open in a new browser window.
Springwater’s Form CRS Relationship Summary
Form ADV 2A
Springwater’s ADV 2A Disclosure Brochure
Fee Schedule for New Clients
Our fee schedule for new Springwater clients
Our standard information and data-gathering resource, in a fillable PDF format
Risk Tolerance Assessment
Our risk tolerance assessment form
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5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
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