[et_pb_section fb_built=”1″ _builder_version=”4.16″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_post_title meta=”off” featured_image=”off” _builder_version=”4.16″ title_font=”Montserrat|600|||||||” title_text_color=”#6b6b6b” title_font_size=”36px” global_colors_info=”{}”][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.3″ text_font=”Open Sans||||||||” text_font_size=”20px” text_line_height=”1.8em” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form. \u00a0For your convenience, the documents will open in a new browser window.<\/p>\n
Form CRS<\/strong><\/a> Form ADV 2A<\/strong><\/a> Fee Schedule for New Clients<\/strong><\/a> Client Questionnaire<\/strong><\/a> Risk Tolerance Assessment<\/strong><\/a> [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Global Scheduling CTA Section” _builder_version=”4.13.0″ background_color=”#0ebfe9″ da_disable_devices=”off|off|off” global_module=”7708″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ background_color=”#0ebfe9″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Ready to Get Started? Text for CTA” _builder_version=”4.16″ _module_preset=”default” text_font=”Montserrat|600|||||||” text_text_color=”#FFFFFF” text_font_size=”40px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Ready to Get Started?[\/et_pb_text][et_pb_cta title=”Schedule a Free Consultation Today.” button_url=”https:\/\/springwaterwealth.com\/contact-us\/” button_text=”Get Started” _builder_version=”4.17.3″ header_font=”Montserrat|600|||||||” header_text_align=”center” header_text_color=”#ffffff” header_font_size=”40px” header_line_height=”1.8em” background_color=”#70ebfe9″ custom_button=”on” button_text_color=”#ffffff” button_font=”Open Sans||||||||” link_option_url_new_window=”on” header_font_size_tablet=”36px” header_font_size_phone=”30px” header_font_size_last_edited=”on|tablet” button_text_size_tablet=”” button_text_size_phone=”16px” button_text_size_last_edited=”on|phone” global_colors_info=”{}” button_border_color__hover_enabled=”on” button_text_color__hover_enabled=”on” button_text_color__hover=”#0c71c3″ button_bg_color__hover_enabled=”on” button_bg_color__hover=”#ffffff”][\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Global Footer Section” _builder_version=”4.13.0″ background_color=”#0060a5″ custom_padding=”14px|0px|0|0px|false|false” da_disable_devices=”off|off|off” global_module=”7119″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_color=”#0060a5″ custom_padding=”27px|0px|27px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Contact Us in Footer” _builder_version=”4.16″ text_font=”Montserrat||||||||” text_text_color=”#ffffff” text_font_size=”16px” background_color=”#0060a5″ z_index_tablet=”500″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]CONTACT US<\/strong><\/p>\n OUR ADDRESS OUR PHONE OUR EMAIL CONNECT WITH US<\/strong><\/p>\n Want to keep up with the latest news from Springwater? Follow us across our social networks.<\/p>\n [\/et_pb_text][et_pb_social_media_follow _builder_version=”4.17.3″ global_colors_info=”{}”][et_pb_social_media_follow_network social_network=”twitter” url=”https:\/\/twitter.com\/SpringwaterWM” _builder_version=”4.16″ background_color=”#0060a5″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]Twitter[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”facebook” url=”https:\/\/www.facebook.com\/SpringwaterWealth\/” _builder_version=”4.16″ background_color=”#0060a5″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]Facebook[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https:\/\/www.linkedin.com\/company\/springwater-wealth-management\/” _builder_version=”4.16″ background_color=”#007bb6″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]LinkedIn[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”youtube” url=”https:\/\/www.youtube.com\/user\/SpringwaterWealth” _builder_version=”4.17.3″ _module_preset=”default” background_color=”#a82400″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]youtube[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Global Footer Form CRS Hyperlink” _builder_version=”4.17.3″ _module_preset=”default” text_font=”Montserrat||||||||” text_text_color=”#FFFFFF” text_orientation=”center” global_colors_info=”{}”]Click to see our Customer Relationship Summary (Form CRS) Document <\/a><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Please select the appropriate link below for a copy of our disclosure document, confidential questionnaire for new clients, and risk tolerance assessment form. \u00a0For your convenience, the documents will open in a new browser window. Form CRS Springwater\u2019s Form CRS Relationship Summary Form ADV 2A Springwater\u2019s ADV 2A Disclosure Brochure Fee Schedule for New Clients […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":14,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/316"}],"collection":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/comments?post=316"}],"version-history":[{"count":12,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/316\/revisions"}],"predecessor-version":[{"id":8660,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/316\/revisions\/8660"}],"up":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/14"}],"wp:attachment":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/media?parent=316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Springwater\u2019s Form CRS Relationship Summary<\/p>\n
Springwater\u2019s ADV 2A Disclosure Brochure<\/p>\n
Our fee schedule for new Springwater clients<\/p>\n
Our standard information and data-gathering resource, in a fillable PDF format<\/p>\n
Our risk tolerance assessment form<\/p>\n
\n6600 SW 105th Avenue, Suite 155
\nBeaverton, OR 97008<\/p>\n
\n(888) 998-4796<\/p>\n
\nquestions@springwaterwealth.com[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Connect With Us in Footer” _builder_version=”4.16″ text_font=”Montserrat||||||||” text_text_color=”#ffffff” text_font_size=”16px” background_color=”#0060a5″ global_colors_info=”{}”]<\/p>\n