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Together, we work toward your financial success.
Just as the headwater is the source or beginning of the water for a river, Headwater Investments is your source for planning your financial future. You and your investment portfolio receive personalized attention from our team of knowledgeable investment advisors and staff.
Let us guide you through the changing financial needs of your family, your business, and your retirement.
Contact us today to learn more about our services and how we can help you achieve your financial goals.
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Services Outstanding services
Individuals & Families
Personalized financial services to address your needs now, as well as plan for the future.
Non-Profits & Endowments
Specialized services unique to the fiduciary requirements of your board.
Charitable Giving
Knowledgeable in helping you establish your legacy of charitable giving.
Team Our team of professionals

Scott Chambers
Founding Partner
President & CCO
Ph.D.

Thomas Sherwood
Managing Partner
MBA, CFP®

Kevin Chambers
Managing Partner
MBA

Carol B. Mason
Business Operations & Marketing Manager
