We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
Over the years we’ve engaged in a wide-ranging variety of hands-on community service opportunities, but we keep coming back to the very hands-on work of volunteering at St. Anthony’s. A highly regarded organization that cares for the down and out in San Francisco, St. Anthony’s serves meals to thousands of the underserved and hungry in our community on a daily basis. We all love the feeling of truly helping that we get when we’re working in the dining room, serving lunch and talking with those who come to eat. We aim to close the office a half-day a quarter to volunteer there.
We’ve also spent time sorting groceries and making peanut butter sandwiches at Project Open Hand as well as repotting seedlings and pulling weeds at the Native Plant Nursery in the Presidio. Our days are spent, in large measure, seated at computers, so we’re grateful for the opportunity to get out and work with our hands in meaningful, productive ways in our community.
We provide pro bono financial planning services to several Bay Area organizations, including Shalom Bayit, San Francisco Safe House and La Casa de Las Madres. We also participate in San Francisco Financial Planning Days, which provide an opportunity for those with financial planning concerns who haven’t had the means or opportunity to consult with a professional to sit down with a CFP and have their questions addressed.
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.
