Treehouse Wealth Advisors

Treehouse Wealth Advisors We believe that envisioning the future requires big thinking and lofty dreams, coupled with the security of strong branches and stable roots.

We seek to help innovators, legacy builders and impact makers reach their goals, both financial and otherwise. As a Certified B Corporation, we've long championed values-aligned investing, and during the last 20 years have seen how ESG investing has become more compelling, rigorous and impactful. Our mission has been featured in Forbes, the New York Times, the San Francisco Chronicle, and more. ht

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The Humphreys Group is registered with the SEC, a registration that is renewed annually. The ADV Parts 2A and 2B are part of the registration process and are also updated annually. Copies of the complete ADV are always available by request, as well as on the SEC website. There are risks associated with investing in securities. Loss of principal is possible. A security’s or a firm’s past investment performance is not a guarantee of future investment performance. Read the full disclaimer by clicking this link: https://humphreysgroup.com/important-disclosures/

Address

1600 S Main Street, Suite 195
Walnut Creek, CA
94596

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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Our Story

The Humphreys Group is a boutique wealth management firm located in San Francisco. We offer highly focused financial planning and disciplined asset management to a range of clients. Our expertise is helping women in transition navigate their particular challenges - such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Our passion is helping our clients take control of their own financial lives and get smart about money. There are risks associated with investing in securities. Loss of principal is possible. A security’s or a firm’s past investment performance is not a guarantee of future investment performance. Read the full disclaimer by clicking this link: https://humphreysgroup.com/disclaimers/

Humphreys Group is registered with the SEC, and that registration is renewed annually. See full SEC disclosures by clicking this link: https://humphreysgroup.com/sec-disclosures/