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Together, we work toward your financial success.

Just as the headwater is the source or beginning of the water for a river, Headwater Investments is your source for planning your financial future. You and your investment portfolio receive personalized attention from our team of knowledgeable investment advisors and staff.

Serving clients throughout Yamhill County since 2004, we pride ourselves on offering unbiased investment management, being life-long learners, and taking an active role in our local community.

Let us guide you through the changing financial needs of your family, your business, and your retirement.

Together we work toward your financial success.

Our foundation is built on fostering a long-term and meaningful relationship with you for life.

Get in touch to review your plan.

Individuals and Families

Endowments and Foundations

Home

Together, we work toward your financial success.