Willow Creek Wealth Management Email Format

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.

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