Skip to main content

Phone: 503-565-2100    

Headwater Investment Consulting

  • Home
  • Team
  • Blog
  • Contact
  • Client Center

    You are here

  1. Home
  2. Blogs
  3. Happy Holidays from Headwater Investments

Happy Holidays from Headwater Investments

Submitted by Headwater Investment Consulting on December 30th, 2015

All of us at Headwater Investment Consulting want to wish everyone a happy and safe New Year. We are thankful for a 2015 that brought many milestones and new exciting opportunities for our team.

  • Scott was named to the Board of Trustees at Linfield College.
  • CB and Ginger celebrated their 9 and 6 year anniversaries with the firm.
  • Tom and Kevin both started working toward their MBAs.

2016 is shaping up to be another great year. We look forward to serving our clients with the excellence and commitment you have come to expect.

As the New Year rolls around and the holidays wind down, many people start thinking about their finances again. So whether you’re a long time client, or have never met us before, please feel free to call or email our office and set up an appointment.

We look forward to seeing you in 2016! 

Categories

  • Charitable Giving (5)
  • College Savings Plans (5)
  • Community News (9)
  • Estate Planning (6)
  • Firm News (11)
  • In the Media (3)
  • Newberg Perk (2)
  • Retirement (2)
  • Retirement Planning (6)
  • Taxes (2)
  • Topic Paper (24)

Headwater Investment Consulting

408 SE 1st Street
McMinnville, OR
97128 USA

503-565-2100

Contact

Ready to get started?
Great, let's talk.

Subscribe

Subscribe to our newsletter and get exclusive news straight to your inbox!

Client Center

 

Headwater Investment Consulting respects your privacy and personal information.  We never provide your personal information to third parties, and never abuse the privilege you have given us to send you our Investment News.  If you have any questions or concerns, please contact us at info@headwater-ic.com or call our office at 503-565-2100.

Disclaimer

   

© 2025 Headwater Investment Consulting. All rights reserved.

Website Design For Financial Services Professionals