Financial Advisors
Lake Oswego, OR
Springwater Wealth Management is an independent, fee-only financial advisory firm in Lake Oswego specializing in comprehensive financial planning and investment management. Their advisors hold CFP® certifications and operate as fiduciaries, meaning they're legally obligated to act in clients' best interests without selling products or earning commissions. They focus on helping women navigating life transitions, independent women, pre-retirees, and retirees achieve peace of mind through robust planning built on financial science principles.
Ideal for: Women navigating life changes, Independent women, Pre-retirees, Retirees
Service area: Lake Oswego, OR and surrounding Willamette Valley communities
Fee-Only Structure: Springwater accepts no commissions, referral fees, or third-party payments—they're compensated only by clients, eliminating conflicts of interest.
CFP® Fiduciaries: All advisors hold the Certified Financial Planner™ designation and are fiduciaries under the 1940 Investment Advisers Act, legally required to prioritize client interests.
Specialized Focus: They specialize in serving women at major life transitions—including those starting new chapters, independent women, and pre-retirees and retirees seeking comprehensive planning.
Address: 5335 Meadows Rd #240, Lake Oswego, OR 97035
Phone: (503) 482-7570
Website: springwaterwealth.com
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