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Willow Creek Wealth Management

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We have a strong team of dedicated, experienced financial advisors. Click here to see the whole team. We look forward to getting to know you.

Our Latest

Broker vs. fiduciary: Who’s minding your finances?

Does your financial adviser have your best interests at heart? How can you be sure? Is your adviser a fiduciary or not? If you’re not sure, it may be a good time to find out. The fiduciary standard of care was laid out in the Investment Adviser Act of 1940. This standard requires registered investment […]

Willow Creek Commentary: Winter-2016

PREDICTION SEASON In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the upcoming year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to capture the next “great” opportunity. When faced with recommendations of […]