Springwater Wealth Management, LLC
We are an independent, fee-only wealth management firm with offices in Portland, Oregon and Capitola, California. We provide our clients with high-quality financial planning and investment management advice, designed to help them live the lives they desire.
We work with you to build a solid plan for your future, with a collaborative approach that is focused on your needs, concerns, opportunities and goals. Our mission is to empower you to feel financially secure and comfortable, especially during and after times of significant change. Our services include: financial planning and retirement planning investment management, including socially responsible investing (SRI) strategies wealth management divorce financial analysis retirement plan advice We’re an independent, fee-only practice, with offices in Portland, Oregon and Santa Cruz, California. Our firm’s CERTIFIED FINANCIAL PLANNERTM principals are highly educated, experienced and credentialed, with decades of experience in helping clients live their ideal lives. We invite you to explore our website, where you can learn more about our practice, our commitment to financial planning, and our investment philosophy.
Address: Lincoln Center 5, 10200 Southwest Greenburg Road, Suite 320, Portland, OR 97223, USA
Phone: +1 888 998 4796
FAX: +1 888 890 9264
