Terry A. Donahe, CFP^®

ChFC,CLU,MSFS

Principal

Springwater Wealth Management, LLC

5335 Meadows Road, Suite 240
Lake Oswego, OR 97035

FINANCIAL ADVISOR'S WEBSITE

www.springwaterwealth.com

(888) 998-4796 CONNECT WITH Terry

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

SWM has no account size minimum. We charge 0.95% on the first $1M of assets. We chart flat fees for financial plans.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Terry Donahe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Springwater Wealth Management, LLC in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

Springwater Wealth Management is an independent, fee only registered investment advisor firm. We offer comprehensive financial planning and investment management services.

Financial Advisor Experience

I have over 30 years of experience in the financial services industry. I am Certified Financial Planner and I hold several other professional designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - RICP, MSM, MSFS,

Insurance Licenses

Life insurance: OR
Health/disability insurance: OR
Fixed annuities: OR

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances