Stacey Chin Featured in Rethinking65 Helping Older New Parents Play Catch-Up

Disclosure:

Form CRS (Client Relationship Summary) is a summary of the services and fees we offer to “retail” investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.

Click here to download a PDF of Treehouse Wealth Advisors’ Form CRS.

Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor based in Walnut Creek, CA and registered with the Securities and Exchange Commission (“SEC”). 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. TWA only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of TWA’s current written disclosure brochures, Form ADV Part 1 and Part 2A, filed with the SEC which discusses among other things, TWA’s business practices, services, and fees, is available through the SEC’s website at:  www.adviserinfo.sec.gov.

The information provided in this blog is for educational and informational purposes only and is not intended to constitute financial, investment, tax, legal, or accounting advice. The content is general in nature and may not be applicable to your individual circumstances. Nothing herein should be interpreted as a recommendation or solicitation to buy, sell, or hold any security, investment strategy, or financial product.

Readers should not act upon the information contained in this blog without seeking advice from a qualified professional who is familiar with their specific financial situation. Any examples or hypothetical scenarios discussed are for illustrative purposes only and do not guarantee future results.

All opinions expressed are subject to change without notice. While care has been taken to ensure the accuracy of the information presented, no guarantee is made as to its completeness or accuracy, and no liability is assumed for reliance on this content.

Any non-TWA links or websites mentioned in this site are unaffiliated with TWA, and TWA has not been involved in the preparation of the content. In circumstances where we reference non-TWA links, external websites, or third-party content, it should not be construed as an endorsement or adoption by TWA. TWA does not guarantee the accuracy of, or assume any responsibility for, any such content.

Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of TWA.