Willow Creek Wealth Management

Willow Creek Wealth Management

Investment Management

Sebastopol, CA 640 followers

A Proven Approach with Individual Insights

About us

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com.

Website
http://www.willowcreekwealth.com
Industry
Investment Management
Company size
11-50 employees
Headquarters
Sebastopol, CA
Type
Privately Held
Founded
1984
Specialties
Financial Planning, Investments, Retirement Planning, Charitable Giving, and Tax Planning

Locations

  • Primary

    825 Gravenstein Hwy North, Suite 5

    Sebastopol, CA 95472, US

    Get directions

Employees at Willow Creek Wealth Management

Updates

  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "As 2024 comes to a close, it’s a good time to review these FOUR TIPS to make sure you’re staying safe in the coming year: 1️⃣ BE PHISHING AWARE: Phishing continues to be on the rise, so remain diligent in checking emails that ask you to do something. Check the sender address, review domain names in links, and be cautious of attachments. 2️⃣ SECURE YOUR DEVICES: Use six-digit codes and biometrics on mobile devices, enable encryption and firewalls on laptops, and avoid untrusted USB drives. 3️⃣ BACKUP YOUR DATA: Hard drives die all the time and you don’t want to lose your sensitive data, so make sure you’re utilizing backup solutions such as iCloud, Time Machine, Windows Backup, or a cloud-based solution. 4️⃣ STRONG PASSWORDS: Make sure your passwords are complex, at least 12 characters in length, and never re-used across services. A password manager is essential in accomplishing this. Good password hygiene is one of the best things you can do to protect yourself and your data. If you have questions, just ASK US!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • 🌟 Get to know the Willow Creek Team! 🌟 Meet Dylan Sosa, one of our outstanding Operations Associates here at Willow Creek. Q: "What is something you love to do when you’re not working?" A: "Outside of work, you can either find me at the gym or in the kitchen. I enjoy working out because no matter how many goals I achieve, I can always make new ones. Same for cooking, there are always new recipes or techniques to try." To learn more about Dylan and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Keep your data secure! Even with a strong password, you should always enable Multi-Factor Authentication (or MFA) for every account where it's available, especially your financial accounts! MFA offers an added layer of security by requiring a code or other means of approval linked to your phone number, email, or a 3rd party app before allowing access to that account. This makes it much more difficult for a hacker to gain access to your account. Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • 🌟 Get to know the Willow Creek Team! 🌟 Meet Beverly Hanson, Willow Creek's extraordinary Director of Operations. Q: "What hobby do you enjoy spending time on?" A: "Crafting! I am not great at generating original creations, but I can spend endless hours on Pinterest looking for creative inspiration. My recent favorite re-creation was a life-size, wire dandelion my husband and I made." To learn more about Beverly and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Are you using a password manager? If not, we highly recommend that you do so. Password managers allow you to use unique and complex passwords for all of your accounts without having to remember them. And those passwords are securely stored. We like options from LastPass, 1Password, and many others. Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • ? Get to know the Willow Creek Team! ? Meet Dave Homan, CFP®, one of the outstanding Advisors here at Willow Creek. Q: "What is your ideal way to spend the weekend?" A: "Often my weekends are spent at one of my kids' sporting activities. Between the 3 of them, they play baseball, softball, and football. I've enjoyed the opportunity to coach each of their teams at one point or another and the rest of the time, it's great to just be out there cheering them on." To learn more about Dave and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

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