Springwater Wealth Management, Llc
We are an independent, fee-only wealth management firm with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with personalized financial planning and investment management advice, designed to help them live the lives they desire.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- TD
Terry Donahe
Principal · Finance & Accounting
EmailPhone - JC
Jim Corbeau
Co-founder and Principal · General Business & Management
EmailPhone
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Top roles at Springwater Wealth Management, Llc
3 distinct titles indexed · top 3 shown.
- 1accountant
- 1co-founder and principal
- 1principal
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