State of the Firm 2024

Jan 26, 2024 Timothy Admire Posted in Articles

As we step into 2024, we at Willow Creek Wealth Management are filled with gratitude, pride, and excitement as we reach our 40th anniversary milestone. Founded in 1984 by our now Chairman of the Board, Bruce Dzieza, our evolution into a trusted partner for over 800 individuals, families, and charitable organizations is something we are extremely proud of, and it is all thanks to the enduring relationships we've built with you.

In reflecting on our journey, let's take a moment to revisit 1984—a year marked by cultural milestones such as the launch of the Apple Macintosh and the maiden voyage of the space shuttle Discovery. Just as these events helped shape the world, your partnership has helped shape Willow Creek into the thriving and diverse community of clients it is today.

As we embark on this milestone year, we are delighted to announce two new partners and shareholders within the Willow Creek family—Beverly Hanson and Nancy Spallino. Beverly and Nancy are both essential components of our team, continuously demonstrating unparalleled knowledge and commitment to our clients. Congratulations to both Beverly and Nancy!

Our success is inseparable from the incredible team that makes up Willow Creek and the enduring relationships we've forged with our clients over the past four decades. Our lasting commitment to you is at the heart of everything we do, and we will always remain dedicated to providing you with the most exceptional experience possible.

We also want to reinforce our commitment to our community. Willow Creek is proud to support an array of organizations that are close to our hearts. And our dedication to remaining independent and employee-owned, combined with an investment philosophy that reflects years of innovation and refinement, is a testament to our identity.

We truly value the relationship we've forged with you and look forward to continuing to deepen our partnership in the years to come. And, whether it's a colleague, friend, or family member, we will always take the time to consult with your valued referrals to provide guidance and support with their financial goals.

Thank you for being a part of the Willow Creek family. Here's to 40 years of growth, partnership, and shared success – we look forward to many more years of serving you and our community. Warmest wishes for a joyful year!