[et_pb_section fb_built=”1″ admin_label=”Wealth Mgmt Image Section” _builder_version=”4.6.0″ background_image=”http:\/\/springwaterwealth.com\/wp-content\/uploads\/2020\/09\/Couple-with-dog-1600-600.jpg”][et_pb_row make_equal=”on” admin_label=”Wealth Mgmt Image Row” _builder_version=”4.6.0″ custom_padding=”112px||365px||false|false”][et_pb_column type=”4_4″ _builder_version=”4.4.8″][et_pb_text admin_label=”Wealth Mgmt Image Text” _builder_version=”4.6.0″ text_font=”Roboto Slab||||||||” text_text_color=”#ffffff” text_font_size=”60px” header_font=”Roboto Slab||||||||” header_text_align=”center” header_text_color=”#ffffff” header_font_size=”60px”]<\/p>\n
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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text admin_label=”Wealth Mgmt Text” _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n
Springwater\u2019s wealth management service integrates our financial planning and investment management services to help you grow, manage and preserve your wealth.<\/p>\n
You\u2019ll have unlimited, as-needed access to our team of experienced, credentialed CFP\u00a0professionals, who will provide you with honest, objective advice and guidance that\u2019s always in your best interest.<\/p>\n
Your financial plan is the foundation of our relationship.\u00a0 When we first build your plan together, we\u2019ll ensure that it provides you peace of mind and confidence about all aspects of your financial life.<\/p>\n
We\u2019ll incorporate:<\/p>\n
all with the objective of helping you create your ideal life.<\/p>\n
In the event that we can’t assist you directly, we’ll work closely with your other advisors – like your CPA, your estate planning or business attorney, and your insurance agent or broker – to deliver a seamless experience.<\/p>\n
We\u2019ll update your plan regularly so that it always reflects your current circumstances, and so that you\u2019re confident about your financial future.<\/p>\n
We\u2019ll professionally and prudently manage your investment and retirement accounts, in the context of your plan.<\/p>\n
What does that mean? In short, we\u2019ll endeavor to never take any more investment risk than is necessary for the success of your plan.<\/p>\n
[\/et_pb_text][et_pb_divider _builder_version=”4.6.0″ _module_preset=”default”][\/et_pb_divider][et_pb_cta title=”READY TO GET STARTED?” button_url=”http:\/\/springwaterwealth.com\/contact-us\/” url_new_window=”on” button_text=”Contact Us Today” admin_label=”Call to Action” _builder_version=”4.4.8″ header_font=”Montserrat||||||||” header_text_color=”#0c71c3″ header_font_size=”24px” background_enable_color=”off” custom_button=”on” button_text_color=”#0ebfe9″ button_border_color=”#0ebfe9″ button_font=”Open Sans||||||||” button_icon_color=”#ffffff” button_alignment=”center” button_bg_color_tablet=”” button_bg_color_phone=”” button_bg_color_last_edited=”on|desktop” global_module=”5082″ button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_bg_color__hover_enabled=”on|desktop” button_bg_color__hover=”#0ebfe9″ button_bg_enable_color__hover=”on”][\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22.3″ background_color=”#0060a5″ custom_padding=”14px|0px|0|0px|false|false” global_module=”4205″][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”3.25″ custom_padding=”27px|0px|27px|0px|false|false”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”PDX Office Address” _builder_version=”3.27.4″ text_font=”Montserrat||||||||” text_text_color=”#ffffff” 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”]<\/p>\n
OUR LOCATIONS<\/strong><\/p>\n Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.<\/p>\n 6600 SW 105th Avenue, Suite 155 Our Bay Area office is located in downtown Santa Cruz.<\/p>\n 133 Mission Street [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Schedule Consultation” _builder_version=”3.27.4″ text_font=”Montserrat||||||||” text_text_color=”#ffffff”]<\/p>\n SCHEDULE A FREE CONSULTATION<\/strong><\/p>\n 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.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Montserrat||||||||” text_text_color=”#ffffff”]<\/p>\n 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=”4.2.2″][et_pb_social_media_follow_network social_network=”twitter” url=”https:\/\/twitter.com\/SpringwaterWM” _builder_version=”4.2.2″ background_color=”#00aced” 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=”4.2.2″ background_color=”#3b5998″ 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=”4.2.2″ background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]LinkedIn[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Wealth ManagementSpringwater\u2019s wealth management service integrates our financial planning and investment management services to help you grow, manage and preserve your wealth. You\u2019ll have unlimited, as-needed access to our team of experienced, credentialed CFP\u00a0professionals, who will provide you with honest, objective advice and guidance that\u2019s always in your best interest. Your financial plan is the […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":8,"menu_order":4,"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\/5100"}],"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=5100"}],"version-history":[{"count":0,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/5100\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/8"}],"wp:attachment":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/media?parent=5100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Beaverton, OR 97008<\/p>\n
Santa Cruz, CA 95060<\/p>\n