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.
We use an exceptionally diligent discovery process, provide comprehensive financial planning and implement disciplined investment management based on academically tested portfolio principles.
The result? A clear financial plan with our commitment to helping our clients realize it, supported by investments that grow over time.
Through our process our clients learn and gain confidence in their own financial strength. They follow through on priority actions. They make decisions aligned with their values, put themselves on a healthy financial trajectory and transform their future.
Our financial planning process starts with getting to know you — your concerns, interests, aspirations, values, and long-term goals. We get behind the accounts and balances to learn what matters most to you.
We don’t chase stories. Smart diversification works over the long term. Our approach is based on the science of capital markets. We use low-cost, highly diversified, tax-efficient vehicles and don’t play the game of trying to call market swings.
Our Conversation Circles provide an opportunity for women to have authentic discussions about money — our fears, our successes, our memories, and the attitudes, behaviors and legacies we’ve adopted over the years. We won’t be talking about spreadsheets or investment strategies. Instead, the Circle is for learning from each other and from ourselves.
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.
