Headwater Investment Consulting

At Headwater Investment Consulting, we pride ourselves on being your trusted partner in achieving your financial goals. As a family-owned business, we have been serving families and non-profits since 2004. Our team of experienced investment advisors and staff are dedicated to providing unbiased investment management and personalized attention to each of our clients.

Our Mission

Our mission is to help our clients achieve their financial aspirations by providing customized investment solutions, tailored to their unique needs and goals. We believe that every investor is unique, and we take the time to understand your individual circumstances, risk tolerance, and financial objectives. Our team of experts will work closely with you to create a personalized financial plan, designed to help you achieve your goals and provide peace of mind.

Our Services

At Headwater Investment Consulting, we offer a wide range of investment services, including:

• Wealth Management: We provide customized investment portfolios, designed to help you achieve your financial goals, regardless of your net worth or investment experience.
• Retirement Planning: Our expert advisors will work with you to create a comprehensive retirement plan, tailored to your individual circumstances and financial goals.
• Estate Planning: We will help you navigate the complexities of estate planning, ensuring that your wishes are carried out and your loved ones are protected.
• Tax Planning: We will work with you to minimize your tax liability, using our expertise in tax planning to optimize your financial situation.

Our Team

Our team of experienced investment advisors and staff bring a deep understanding of the financial markets and a commitment to delivering exceptional client service. Our Founding Partner, Scott W. Chambers, Ph. D., is a seasoned investment professional with extensive experience in the financial services industry. Our Managing Partner & President, Kevin W. Chambers, has a proven track record of success in investment management and leadership. Together, our team is dedicated to helping our clients achieve their financial goals and achieve lasting financial success.

Our Office

We are located in downtown McMinnville, Oregon, and invite you to visit our office to discuss your financial needs and goals. We are committed to providing a personalized and welcoming experience for all of our clients.