What We Do
Financial Planning
Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It’s custom-tailored to you, your long-term goals, and your values.
Investments
How have markets delivered wealth to long-term investors? Nobel-prize-winning academics offer us insights on that, which we apply to our clients’ portfolios – allocating and rebalancing them accordingly.
Retirement Planning
The transition to retirement can be challenging. We will advise you on the most sensible and tax-efficient ways to maximize your retirement income.
Tax Planning
Tax planning strategies often require comprehensive, year-round attention. We will work with you and your tax professional to find ways to reduce your tax bill and increase your after-tax investment return.
Sustainable Investing
We can help you tailor your portfolio with investments that align with your values, giving you the freedom to invest in companies that are dedicated to making a positive impact on the world.
Charitable Giving
Creative, strategic, and fully integrated with your overall goals – let us help you make the impact you envision.
Specialized Services
Real estate consulting, business planning, stock option analysis, college planning, estate planning, and elder care considerations – these are just some of the areas in which we can partner with you, to help you reach your goals.
Talk with us
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
info@willowcreekwealth.com
Resources
Visit us
Sebastopol [8-5 M-Th, 8-4 F]
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
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