Terry Donahe

About Terry Donahe

Terry Donahe is a wealth advisor who works with business owners, corporate executives, professionals, and affluent retirees. He is a partner in Springwater Wealth Management, LLC, a fee-only registered investment advisor offering comprehensive financial planning and investment management services. Terry grew up in West Linn, Oregon where he excelled in academics, leadership and athletics. He was class valedictorian, student body president and a member of the 1982 state championship baseball team. After graduating from Stanford University with a bachelor’s degree in Economics, Terry moved to New York City where he started his career as a financial advisor. Terry eventually returned home and established his own advisory firm in 2002. He merged his firm, Cascade Wealth Management, LLC, into Springwater Wealth Management, LLC in 2013. Terry is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant and a Chartered Life Underwriter. He holds masters degrees from the American College in both Management and Financial Services. Terry is a member of the Financial Planning Association and the Estate Planning Council of Portland. He is a past member of the adjunct faculty at the University of Portland. Specialties: Comprehensive financial planning, retirement planning, investment management

Experience

1. Principal

   Springwater Wealth Management, Llc

   Aug 2013 — Present · Portland, OR, US

   Terry serves clients with financial planning and investment management services.

Education

• Stanford University

  BA

  1983 — 1987

• American College

  MSFS

• American College

  MS

Skills

• Wealth Management
• Certified Financial Planner
• Retirement Planning
• Leadership
• Personal Finance
• Management
• Finance
• Asset Allocation
• Financial Advisory
• Investment Management
• Wealth
• Investment Advisory
• Financial Services
• Retirement
• Small Business