We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
Live in possibility. Invest like a woman. Get started today with The Humphreys Group — a women-owned & operated wealth management firm, a Certified B Corporation, and a longtime champion of ESG investing.
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We see you — the incredible woman you are today and the woman you aspire to be tomorrow. We embrace your truth and want to encourage you to be your most authentic self. Financial confidence is the foundation on which you can give life to your goals.
We serve women with ambition and without apology about what they want out of their personal and professional lives. We serve women who dream of financial freedom and confidence, but who may need help scaling the learning curve of personal finance. We serve women who are asking the tough questions — who want to understand how they can use their money to advocate for themselves and the greater good.
We serve women who are changing the world as we know it — in their families, in their communities, and in themselves.
With a passion for learning and education (when it comes to finance, we openly embrace our “inner nerd”), we have continually evolved our services to be centered around women’s hopes, needs, perspectives, priorities, and obstacles. Through it all, we’ve held steadfast to a service philosophy that is grounded in strong relationships and deep connection.
It’s time to approach money management with a fresh perspective, one rooted in acceptance and positivity.
We see ourselves as reflections of the women we serve. Our team, which is comprised of all women, is dynamic, multifaceted, unique, and optimistic. We strive to be a force for positive change in the financial services industry and to create a more fair, balanced world.
The Humphreys Group is proud to be a Certified B Corporation. We meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.
Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients at The Humphreys Group to create lives that reflect their values. Diane is also a passionate champion of women; nothing is more gratifying to her than seeing a client discover, and step into, her financial power. She is the co-author of the book, “Rewriting the Rules: Telling Truths About Women and Money,” released in 2018.
If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?
Learn to invest like a woman.
Get your free copy of the book today!
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
