We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
Meet our Bay Area Female-Owned Financial Advisory Firm, serving clients nationwide.
ThinkAdvisor Luminary
Thought Leadership & Education
Members of the Class of 2021 LUMINARIES were selected by a panel of judges from across the advice industry, as well by the ThinkAdvisor editorial team.
InvestmentNews Women to Watch
Diane Bourdo was named to InvestmentNews’ 2020 Women to Watch recognition program, honoring 23 female financial advisers and industry executives who are advancing the financial advice industry.
If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?
Learn to invest like a woman.
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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.
