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Terence D

CFP®, ChFC®, Series 63, Series 65

Lake Oswego, OR

Parkwoods Wealth Partners, LLC

Terence Donahe is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following a 13-year tenure at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves high-net-worth individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations including mutual funds, ETFs, and fixed-income ladders.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
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