Headwater Investment Consulting Inc

Financial Services - McMinnville, OR, US

Headwater Investment Consulting Inc Employees
Matt Dressel

Client Relationship Associate

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Carol Mason

Business Operations & Marketing Manager

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Kevin Chambers

Managing Partner & Lead Advisor

Contact Kevin Chambers

Chen Xu

Equity Research Analyst

Contact Chen Xu

Janet Sasaki

Client Relationship Associate

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Thomas Sherwood

Managing Partner & Portfolio Manager

Contact Thomas Sherwood

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Headwater Investment Consulting Inc Details

Just as the headwater is the source or beginning of the water for a river, Headwater Investment Consulting is your source for planning your financial future. Your investment portfolio received personalized attention from our team of highly accessible, knowledgeable investment advisors and staff.Let us guide you through the changing financial needs of your family, your business, and your retirement.Headwater Investment Consulting is a Registered Investment Advisor located in McMinnville, Oregon. We offer investment management to individuals, families, endowments, and foundations._____While appreciated, accepting recommendations and endorsements is discouraged by the SEC, and, as such, we do not accept them as a matter of policy. Please be wary of posting or commenting on behalf of Headwater Investment Consulting. Headwater Investment Consulting is not responsible for nor does Headwater Investment Consulting condone any comments by third parties on their behalf.

Headwater Investment Consulting Inc logo, Headwater Investment Consulting Inc contact details
Website: headwater-ic.com
Employees: 10 - 19
HQ: 503-565-2100
Location: McMinnville, OR, US
Revenue: 1 - 2.5 Million
Wealth Management Services Retirement Forecasting and RMD fulfillment Tax Lost Harvesting Charitable Giving Retirement Accounts (IRA ROTH IRA SEP IRA 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations
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