Skip to main content
Willow Creek Wealth Management Wilow Creek Wealth Management
  • Services
  • Team
  • Community
  • Insights
  • About
  • Contact
  • Client Portal Login Charles Schwab Login Pershing Login Secure File Upload
    Willow Creek Wealth Management Wilow Creek Wealth Management
    Willow Creek Wealth Management Wilow Creek Wealth Management

    Mobile Navigation

    Services Team Community Insights About Contact
    Client Portal Login Charles Schwab Login Pershing Login Secure File Upload
    Explore Family Charitable Giving Options

    Aug 14, 2019 Willow Creek Wealth Management

    Posted in Articles, Featured

    Read more
    Market Commentary: Summer 2019 - the Value Premium

    Jul 16, 2019 Willow Creek Wealth Management

    Posted in Featured, Market Commentary

    Read more
    The Realities of Sustainable Investing as a Wealth Strategy

    Jun 17, 2019 Jake Weber

    Posted in Articles, Featured, Sustainable Investing

    Read more
    Congratulations Jake and Heather!

    May 24, 2019 Willow Creek Wealth Management

    Jake Weber, Associate Advisor at Willow Creek Wealth Management, Sebastopol, recently received his Certified Financial Planner (CFP®) designation and Heather Belli, CFP® was recently awarded her Chartered Advisor in Philanthropy (CAP®) certification.

    Posted in In the News

    Read more
    Your Best Money Moves for 2019

    May 3, 2019 Willow Creek Wealth Management

    Posted in Articles, Featured

    Read more
    Market Commentary: Spring 2019 - Lottery Odds

    Apr 16, 2019 Willow Creek Wealth Management

    Posted in Featured, Market Commentary

    Read more
    To Roth or Not to Roth?

    Feb 5, 2019 Dave Homan

    Posted in Articles, Featured

    Read more
    Willow Creek Supports SR Symphony's "It's Elementary"

    Jan 18, 2019 Willow Creek Wealth Management

    Posted in Featured, In the News

    Read more
    Market Commentary: Winter 2018 - Control What You Can

    Jan 11, 2019 Willow Creek Wealth Management

    Posted in Featured, Market Commentary

    Read more
    Retirement. Now What

    Dec 5, 2018 David Lawrence

    Posted in Articles, Featured

    Read more
    14 15 16 17 18

    Categories

    Articles Cybersecurity Event Featured In the News Instructional Market Commentary NBBJ Sustainable Investing Video Women's Conversation Circles Client Testimonials

    Quarterly Market Review

    Q4 2025 – Market Review Q3 2025 – Market Review Q2 2025 – Market Review Q1 2025 – Market Review

    Talk with us

    707-829-1146 (Sebastopol)
    415-925-1388 (Marin)
    800-696-8096 (Toll Free)
    [email protected]

    Visit Us

    825 Highway 116 North, Suite 5
    Sebastopol, CA 95472
    Get Directions

    Sebastopol Office Hours:
    8:30-5 M-Th, 8:30-4 F

    Resources

    Frequently Asked Questions
    Form ADV
    Form CRS
    Privacy Policy

    Visit us on Facebook Visit us on Twitter Visit us on LinkedIn Visit us on YouTube
    Services Team Community Insights About Contact Careers
    Schedule a Meeting
    © 2026 Willow Creek Wealth Management • All Rights Reserved Website Terms of Use and Privacy
    Contact Us