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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

Willow Creek Wealth Management supports Santa Rosa Symphony’s crucial “It’s Elementary” program

(Santa Rosa, Calif.) — Santa Rosa Symphony has received generous support from Willow Creek Wealth Management for the Symphony’s “It’s Elementary” program, which provides vital access to free music education to Sonoma County elementary schools, some of which have been federally-designated as underserved. In addition, the Sebastopol-based financial planning and investment firm and long-time supporter […]

Willow Creek Commentary: Winter-2018

THE WILLOW CREEK PORTFOLIO: The US Market and Beyond As US-based investors, it is hard not to focus on the US stock market and think that it should be the sum of your returns: your portfolio should be up when the S&P 500 index is up and down when it is down. Sometimes that is […]