Video | Willow Creek Wealth Management

Portfolio Rebalancing: A Simple Concept with a Big Impact

September 15, 2021 Jake Weber

What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. Jake WeberCFP®, Wealth Advisor willowcreekwealth.com/team/jake-weber/ […]

Video: Inflation with Mark Keating and Apollo Lupescu

September 7, 2021 Willow Creek Wealth Management

Thank you to everyone who attended! We hope you enjoyed the insightful, optimistic conversation, with fantastic questions from the audience. If you weren’t able to join us for our discussion on inflation or would like another chance to listen, here is the recording of the September 1, 2021 webinar. Thank you, as well, to Apollo […]

Message from Willow Creek Chairman of the Board Bruce Dzieza

July 2, 2021 Willow Creek Wealth Management

Dear Willow Creek Clients, Colleagues, and Friends, When we shared with you all in January that my role at Willow Creek would be changing, many people assumed that I was, in essence, announcing my retirement. Many of you have wondered what on earth I’m doing with my time and are surprised to find me in […]

Video: Tim Admire and Bruce Dzieza in Conversation

June 30, 2021 Willow Creek Wealth Management

Willow Creek President and CEO Tim Admire discusses his new role, how he’s preparing the firm for the next 40 years, and how we are approaching the post-COVID era with Chairman of the Board Bruce Dzieza. Read the Chairman’s Message to find out what Bruce is up to these days. […]

State of the Firm

January 13, 2021 Timothy Admire

Get to know Tim Admire, Willow Creek’s new President and CEO, as he shares some insight on the state of Willow Creek as we begin 2021. Timothy AdmireCISO & Managing Partner, Director of Operations willowcreekwealth.com/team/timothy-admire/ […]

Willow Creek and The Climate Center – Investing It!

October 27, 2020 Willow Creek Wealth Management

Willow Creek Wealth Management has been a strong supporter of The Climate Center, and we are so proud to share Investing It!, the latest video in their Business Network series. Learn all about how Sustainable Investing at Willow Creek is helping combat the effects of climate change and hear from our expert Wealth Advisors Rawson […]