Treehouse Wealth Advisors

09/02/2026

Much of what's written about paying for college assumes you're trying to qualify for financial aid. If your family has a business, significant equity, or more than one generation in the mix, it likely doesn’t really apply to you.

Here's what actually does: https://treehousewealth.com/college-planning-for-affluent-families/

College planning for affluent families involves more than saving. Learn how taxes, cash flow, gifting, and family goals shape smarter education planning.

09/01/2026

September has a way of resetting the rhythm. Calendars fill back up, routines return, and suddenly the year has a finish line in view. It is one of the most useful moments on the calendar to look honestly at your financial life, while there is still time to act on what you find.

Four months is enough runway to make real adjustments, whether that means revisiting your savings rate, rebalancing a portfolio that drifted over the summer, or finally having the conversation you have been putting off since spring. At Treehouse Wealth Advisors, we believe momentum matters more than perfect timing.

08/27/2026

We are proud to share that Treehouse Wealth Advisors has been included for the first time in Financial Advisor Magazine's 2026 RIA Survey and Ranking, recognized among firms managing between $500 million and $1 billion in assets. It is a meaningful milestone that reflects the growth of our team and the trust our clients place in us.

Being named among the profession's respected RIA firms is not something we take lightly. We remain committed to the same client-first, fiduciary approach that got us here, no matter how much we grow.

No compensation was paid to apply for or promote this ranking. Rankings are based on assets under management as of year-end 2025 and are not indicative of future performance or representative of any one client's experience.

08/25/2026

By the time summer settles in, the goals you set back in January may look different than you expected. A midyear review is not about starting over; it is about checking whether your cash flow, investments, tax strategy, and estate documents still reflect where you are today.

From evaluating whether your portfolio has drifted from its target allocation to deciding if a Roth conversion makes sense before year-end, small adjustments now can make a meaningful difference later. We walk through what is worth revisiting before the second half of the year gets away from you:

https://bit.ly/45Z50MG

Use this midyear financial planning checklist to revisit taxes, estate planning, investments, and charitable giving before year-end.

08/24/2026

Equity compensation aligns your upside with a company's growth. The risk is when that single stock becomes the majority of your net worth.

The hard part isn't deciding whether to diversify. It's figuring out how, without handing over more to the IRS than you have to. Our latest post breaks down the strategies and the tradeoffs in more detail. https://treehousewealth.com/concentrated-stock-risk-tax-strategies/

Family wealth conversations with adult children can strengthen financial confidence, family values, and legacy planning when handled intentionally.

08/20/2026

You spent decades building your wealth. Your adult children may only know a fraction of the story behind it.

For many parents, the conversation gets delayed by an understandable worry: that knowing too much could dull their children's drive. But entitlement rarely grows from information. It grows in silence, where assumptions take its place.

Our latest blog explores when to start family wealth conversations, what to share at each stage, and how to bring your children into the estate plan while keeping the decisions yours. https://treehousewealth.com/family-wealth-conversations-adult-children/

Financial planning for high income families should integrate taxes, estate planning, philanthropy, and long-term decision-making, not just investments.

08/19/2026

Most retirement advice was written with a linear, uninterrupted career in mind. Women's financial lives rarely look that way, and the caregiving years, wage gaps, and longer life expectancies that shape so many of our clients' journeys deserve a strategy built around that reality, not an idealized version of it.

From how much you actually need to how and when to claim Social Security, Hallie Kraus breaks down what a retirement plan built for women really requires.

https://bit.ly/4cDLqJA

Retirement planning for women goes beyond saving enough. Explore longevity, healthcare costs, Social Security timing, and income planning strategies.

08/18/2026

Professional success often brings a level of complexity that can quietly work against the very plan meant to protect it. From outdated beneficiary designations to a strategy that was never coordinated with your CPA or attorney, the most common estate planning mistakes rarely come from a lack of care. They come from a plan that stopped evolving.

We share six blind spots high-earning professionals should watch for, and how a coordinated strategy can help you avoid them: https://bit.ly/4xzz4dz

Estate planning mistakes high earners make often stem from complexity. Learn how to avoid blind spots and protect your wealth with a coordinated strategy.

08/14/2026

Every August 14, National Financial Awareness Day rolls around as a quiet nudge to check in on your money. It does not have to be a deep dive, just an honest look at your cash flow, your investments, and whether the goals guiding them still fit where you are today.

At Treehouse Wealth Advisors, we believe that kind of awareness is where every good financial plan starts. Consider this your reminder to pause, take stock, and make sure your finances are working as hard as you are.

08/13/2026

Not every financial journey looks the same, and we certainly do not believe it should be that way. Whether you are an innovator forging a new path, a legacy builder balancing personal priorities with complex family and business decisions, or an impact maker working to create meaningful change, we tailor our approach to your unique vision and values.

Wherever you are in your story, we meet you there, bringing structure, perspective, and steady guidance in order for your financial life to reflect the adventures that shape it.