Safeguarding Your Wealth Portfolio

We are so proud that Willow Creek Wealth Advisor Rawson Gulick was included in North Bay Business Journal’s 26 views on how to safeguard your wealth portfolio amid coronavirus, economic turmoil. Thank you, North Bay Business Journal, for putting together this wonderful resource filled with great advice for navigating these chaotic times. Rawson Gulick, CFP® […]

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Willow Creek named Top 300 Registered Investment Advisors

We are proud to announce that Willow Creek Wealth Management has been named one of the Top 300 Registered Investment Advisers in the U.S. for the second year in a row by Financial Times, a leading financial news publication for over 100 years. The Financial Times methodology examines the database of RIAs that are registered […]

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Seven Critical Questions to Ask a Financial Advisor

Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]

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