Willow Creek Wealth Management is pleased to announce the addition of Ryan Beach to the team, in the position of Director of Advisory Services.

There are moments when discussing financial markets can feel like the wrong place to begin. The world feels uncertain right now - and it's okay if that has you thinking about your portfolio. Here's what we know: markets have weathered moments like this before, and the historical record is more reassuring than today's headlines suggest.

A new type of tax-advantaged savings account for children is launching in Summer 2026. Here’s a balanced look at what a Trump Account is, how it works, and what to consider before opening one. 

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, will have varying impacts on taxpayers in 2026 depending on their income levels. The bill will have the most sizable benefit for lower and middle-income taxpayers, especially those age 65 and above. For higher-income families, the impact is more mixed – there are some benefits, but many of the law's more generous provisions phase out as income rises. 

Willow Creek Wealth Management is pleased to announce that Rawson Gulick, CFP® and Jake Weber, CFP® have been elevated to Partner, effective January 1, 2026.

The start of a new year offers a fresh opportunity to reflect on where you've been and chart a course for where you want to go. Whether you're focused on building better habits, pursuing big dreams, or creating more balance in your life, having a clear plan makes all the difference. The same holds true for your finances!

Over the next 20 years, an estimated $84 trillion will pass from older generations to their heirs. This "Great Wealth Transfer" brings both tremendous opportunity and significant challenges. So, whether you're preparing to pass on wealth or expecting to receive it, thoughtful planning is essential. 

Willow Creek has long been a supporter of Ceres Community Project. So we were thrilled to spend an afternoon volunteering in their Sebastopol Kitchen last month!

Join Camille Matson from Sonoma Land Trust and wealth advisor Jake Weber, CFP® from Willow Creek Wealth Management, for an informative session covering strategic charitable giving strategies that maximize both impact and tax benefits.

The Best Places to Work awards are based on employee surveys that measure workplace satisfaction and well-being. This means the recognition comes directly from our team members, making it all the more meaningful. It validates that our efforts to foster a positive, supportive, and growth-oriented workplace culture are making a real difference.