Insights

Independent Advisory Longstanding independent wealth management firm with a client base across individuals, families, and businesses. Opportunity to position complementary services such as tax planning, estate services, and retirement planning for affluent households.

Growth and Leadership Recent leadership and operations hires indicate a focus on scale and client service quality. Sales outreach can emphasize robust onboarding, enhanced client experience, and alignment with growth strategies for high-net-worth clients.

Affluent Market Revenue range and CNBC ranking suggest a mid-to-upper segment advisory firm with strong market presence. Potential fit for premium financial products, fiduciary planning solutions, and specialized investment strategies.

Technology Stack Standard enterprise tools and web infrastructure point to potential openness to fintech integrations, data analytics, and security enhancements. Opportunity to offer CRM enhancements, reporting dashboards, or cybersecurity services.

Strategic Partnerships Active investments and shareholder announcements signal potential collaboration with affiliated financial services or platforms. Explore partnership models for co-branded services, referral arrangements, or institutional capabilities.

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Willow Creek Wealth Management Tech Stack

Willow Creek Wealth Management uses 8 technology products and services including iCIMS, Calendly, WordPress, and more. Explore Willow Creek Wealth Management's tech stack below.

iCIMS
Applicant Tracking Systems
Calendly
Appointment Scheduling
WordPress
Content Management System
Cloudflare DNS
Domain Name Services
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Google Tag Manager
Tag Management
Piwik PRO Core
Web Analytics

Media & News

Willow Creek Wealth Management's Email Address Formats

Willow Creek Wealth Management uses at least 4 email formats:

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

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.

How much revenue does Willow Creek Wealth Management generate?

As of August 2026, Willow Creek Wealth Management's annual revenue is estimated to be $25M - $50M.

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 August 2026, Willow Creek Wealth Management has approximately 32 employees across 2 continents, including North America and Europe. Key team members include Managing Partner, Finanical Services: E. M., Senior Wealth Advisor, Managing Partner, Chief Investment Officer: M. K. and Director Marketing: D. O. R. 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 iCIMS, Calendly, WordPress, Cloudflare DNS, Microsoft 365, Google Cloud, Google Tag Manager and Piwik PRO Core.

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 Bootstrap, Google Fonts API, Cloudflare DNS, YouTube, reCAPTCHA.

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.