Insights

Independent Expertise Well-established independent wealth management firm serving individuals, families, and businesses since 1984, indicating a stable revenue base and a potential for offering high-touch advisory services to aligned client segments.

Growth and Leadership Recent leadership updates and shareholder developments, including new directors of operations and client service roles, suggest organizational growth and potential for scaled service delivery and cross-sell opportunities.

Strong Market Presence Recognition on CNBC Financial Advisor 100 (2021) and a presence in regional business press imply credibility and visibility that can be leveraged to target high-net-worth individuals and fiduciary clients seeking outsourced wealth management.

Strategic Investments Minor equity stake acquisitions (e.g., Boston Private Financial) indicate a willingness to explore strategic investments, opening doors for partner or referral arrangements with affiliate firms and ancillary financial services.

Tech and Compliance Use of standard tech stack and Cloudflare protection, plus cookie and security features, highlight a mature digital footprint; opportunities exist to offerカ enhanced cybersecurity, data analytics, or client portal enhancements to improve efficiency and client experience.

Similar companies to Willow Creek Wealth Management

Willow Creek Wealth Management Tech Stack

Willow Creek Wealth Management uses 8 technology products and services including Cloudflare CDN, Cookie Notice, MySQL, and more. Explore Willow Creek Wealth Management's tech stack below.

Cloudflare CDN
Content Delivery Network
Cookie Notice
Cookie Compliance
MySQL
Database
Microsoft Access
Database Management Software
Microsoft Excel
Editors
JSS
Javascript Frameworks
X-XSS-Protection
Security
Understrap
Web Platform Extensions

Media & News

Willow Creek Wealth Management's Email Address Formats

Willow Creek Wealth Management uses at least 1 format(s):

Willow Creek Wealth Management Email Formats	Example	Percentage
First@willowcreekwealth.com	John@willowcreekwealth.com	86%
First.Last@willowcreekwealth.com	John.Doe@willowcreekwealth.com	8%
FirstL@willowcreekwealth.com	JohnD@willowcreekwealth.com	3%
FLast@willowcreekwealth.com	JDoe@willowcreekwealth.com	3%

Frequently Asked Questions

Where is Willow Creek Wealth Management's headquarters located?

Willow Creek Wealth Management's main headquarters is located at 825 Gravenstein Highway North Suite 5 Sebastopol, California 95472 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Willow Creek Wealth Management's phone number?

You can contact Willow Creek Wealth Management's main corporate office by phone at

+1-707-829-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Willow Creek Wealth Management's official website and social media links?

Willow Creek Wealth Management's official website is willowcreekwealth.com and has social profiles on LinkedIn.

What is Willow Creek Wealth Management's NAICS code?

Willow Creek Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Willow Creek Wealth Management have currently?

As of June 2026, Willow Creek Wealth Management has approximately 32 employees across 2 continents, including North AmericaEurope. Key team members include President: M. O.President: M. R.Managing Partner And Accredited Investment Fiduciary: E. M.. Explore Willow Creek Wealth Management's employee directory with LeadIQ.

What industry does Willow Creek Wealth Management belong to?

Willow Creek Wealth Management operates in the Investment Management industry.

What technology does Willow Creek Wealth Management use?

Willow Creek Wealth Management's tech stack includes Cloudflare CDNCookie NoticeMySQLMicrosoft AccessMicrosoft ExcelJSSX-XSS-ProtectionUnderstrap.

What is Willow Creek Wealth Management's email format?

Willow Creek Wealth Management's email format typically follows the pattern of First@willowcreekwealth.com. Find more Willow Creek Wealth Management email formats with LeadIQ.

When was Willow Creek Wealth Management founded?

Willow Creek Wealth Management was founded in 1984.

Willow Creek Wealth Management

Q: What technology does Willow Creek Wealth Management use?

Willow Creek Wealth Management's tech stack includes HTTP/3, SEOmatic, WordPress, JSS, Windows 10.

Q: What is Willow Creek Wealth Management's NAICS code?

Willow Creek Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Willow Creek Wealth Management is an investment management firm based in Sebastopol, California, that has provided independent wealth management services since 1984. It serves individuals, families, and businesses, offering guidance for financial planning and asset management tailored to each client. The company operates in the investment management industry, emphasizing independent advisory relationships with its clients.

In January 2024, the firm announced leadership changes, appointing Beverly Hanson as director of operations and Nancy Spallino as client service associate, with both named as shareholders. The organization has continued to expand its staff, including the 2022 hire of Eric Keating as a wealth adviser. Earlier industry recognition included a No. 77 ranking on CNBC's 2021 Financial Advisor 100 list.

Company Overview

Headquarters: 825 Gravenstein Highway North Suite 5 Sebastopol, California 95472 United States
Phone number: +1-707-829-****
Website: willowcreekwealth.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1984
Employees: 11-50