Willow Creek Wealth Management

Willow Creek Wealth Management

Investment Management

Sebastopol, CA 527 followers

A Proven Approach with Individual Insights

About us

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com.

Website
http://www.willowcreekwealth.com
Industry
Investment Management
Company size
11-50 employees
Headquarters
Sebastopol, CA
Type
Privately Held
Founded
1984
Specialties
Financial Planning, Investments, Retirement Planning, Charitable Giving, and Tax Planning

Locations

  • Primary

    825 Gravenstein Hwy North, Suite 5

    Sebastopol, CA 95472, US

    Get directions

Employees at Willow Creek Wealth Management

Updates

  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Once you've set up a strong passcode, consider enhancing the security of your devices by using biometric authentication. When available, these features utilize fingerprints or facial recognition to prevent unauthorized access, especially if your device is lost or stolen. Implementing these security features ensures your personal and sensitive information remains safeguarded - only you hold the key! Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Data loss can be devastating; imagine losing all your photos and documents. Scary, huh? Create a safety net against digital disasters by regularly backing up your important data. Having recent backups for all of your devices ensures you can recover what's been lost. So, if the worst happens, you'll have peace of mind knowing your photos, documents, and other essential files are safe and sound. Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Social media can be a great place to connect and share, but make sure you know just who you are sharing with. It's important to review and adjust your social media privacy settings to control what information is visible to the public. Make it a habit to check your settings every few months; social media platforms evolve and so do their privacy features. Think of it like putting up digital curtains - you control the view! Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "You know those pesky notifications for updates? Don’t ignore them! Keeping your operating system, apps, and antivirus software up to date is crucial in today’s digital landscape. These updates often provide essential security patches, keeping your digital life safe. Stay ahead of cyber threats by making regular updates a fundamental part of your cybersecurity routine. Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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  • It’s #techtiptuesday here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅ "Phishing is an attempt to trick you! These ill-intended messages appear to come from a reputable source intending to try and lure you into revealing personal information, like passwords or credit card numbers. Some even pose as a friend or relative asking you to transfer them money! Phishing attacks are commonplace now, so be wary of emails, calls, or texts that just don’t seem quite right; always verify requests directly with the person or institution. Questions? Let me know!" For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

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