Willow Creek Capital Management

Business details

Category
Financial Services · Financial planner
Address
300 Drakes View Cir #230, Greenbrae, CA 94904
Phone
(415) 925-3700
County
Marin County

About

Based in Greenbrae, Willow Creek Capital Management offers financial planning services for households across Marin County and the wider North Bay. We help clients build a clear, practical plan for their savings, investments, and long-term goals.

Our approach is to listen first, so each recommendation reflects your priorities and your stage of life. Whether you are just starting to plan for the future or refining an existing strategy, we aim to make the process straightforward and easy to understand.

Our team serves individuals and families throughout Greenbrae and the surrounding Marin communities.

To learn how we can help you plan with confidence, call or stop by our office and we will be glad to talk with you.