Springwater Wealth Management, LLC

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Springwater Wealth Management, LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Springwater Wealth Management, LLC, Financial planner, 5335 Meadows Road, Suite 240, Lake Oswego, OR.

04/16/2024

A Donor Advised Fund (or "DAF") can be a powerful tool to enhance your charitable giving, while potentially also providing big tax benefits. Interested to learn how the Springwater team can help? Reach out today!

02/14/2024

Qualified Charitable Distributions - or QCDs - are a powerful tool to boost your charitable giving while also lowering your taxes.

Learn more here:
https://springwaterwealth.com/qualified-charitable-distributions-the-q-as/

02/21/2023

One of the best parts of sending your kids off to college is getting to visit them at school. Austin in February is pretty hard to beat.

09/29/2022

Medicare premiums for 2023 have been announced, and open enrollment begins in a few weeks.

https://springwaterwealth.com/new-medicare-premiums-for-2023-announced/

08/02/2022

Backpacking in the wilderness and investing in the markets have some striking similarities. If you're patient, experienced and skilled, both can be rewarding.

https://springwaterwealth.com/a-long-walk-in-the-wilderness-backpacking-is-like-investing/

07/26/2022

A pension plan is a very valuable asset, one that can provide financial security in retirement. So, understanding how to divide a pension in divorce is key.

https://springwaterwealth.com/dividing-a-pension-in-divorce/

07/19/2022

Are you ready to retire, but unsure if you're financially prepared? A robust retirement plan can answer that question, and give you peace of mind.

https://springwaterwealth.com/when-can-i-retire/

07/12/2022

Social Security forms the foundation of your financial security in retirement. Claiming strategies can be complex, and mistakes can potentially prove expensive.

https://springwaterwealth.com/social-security-strategies-for-single-divorced-widowed-women/

07/07/2022

Springwater’s article on dealing with retirement plans in divorce was featured in the Oregon State Bar’s Family Law Newsletter for June 2022.

You can read the article here:
https://springwaterwealth.com/springwater-featured-in-oregon-state-bars-family-law-newsletter/

06/28/2022

Anxious about the financial aspects of getting divorced? Learn what a Certified Divorce Financial Analyst can do to empower you, and help you make informed choices.

https://springwaterwealth.com/im-getting-divorced-what-can-a-cdfa-do-for-me/

06/21/2022

5 Tips for Investing in a Volatile Market

https://springwaterwealth.com/5-tips-for-investing-in-a-volatile-market/

Address

5335 Meadows Road, Suite 240
Lake Oswego, OR
97035

Website

https://www.springwaterwealth.com/

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