Goals-based Planning – What Are We Even Talking About?
Our aim is simple – we want our clients to understand that being good with money is not about day-trading or knowing the latest crypto-lingo.
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
Our aim is simple – we want our clients to understand that being good with money is not about day-trading or knowing the latest crypto-lingo.
Over the last couple of years, we’ve taken a close look at the importance of having an emergency fund. Prompted in large part due to
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.