EXPLORE OUR SERVICES

More Confident
Financial Decisions.

Achieve Current and Future Financial Success.

We provide a range of financial services to help clients feel more confident in their financial decisions. When you work with Treehouse Wealth Advisors, you can have peace of mind knowing your financial picture is being taken care of behind the scenes while you balance a busy career, family, and community. We’re proud to serve our community of innovators, legacy builders and impact makers.

INVESTMENT MANAGEMENT

A portfolio expertly crafted for you.

Together, you and your advisory team will determine the level of risk you are comfortable with. Then, your advisor will craft a tailored and diversified portfolio that reflects your preferences, goals, and personal circumstances.

After implementing the recommended strategy, your advisor will continue to track and adjust your portfolio as needed, keeping you in the loop every step of the way. Some of the ways we do that include:

LIFE CHANGES PLANNING

Support for your most important lifestyle decisions.

We’ll be there for you through every major life change – including home purchase planning, college education funding, career changes, divorce, retirement planning, and more. 

We’ll help quarterback personal and small business accountants, real estate brokers, and estate attorneys to ensure there is effective communication and transparency, and we’ll even help you choose which travel agent to manage your next big adventure.

  • Starting a Family
  • Education Planning
  • Home Purchases
  • Career Changes and Continuity
  • Founding and Exiting Your Business
  • Marriage and Divorce
  • Planning Your Retirement
  • Assisted Living Preparation
  • Loss of a Loved One

WEALTH MANAGEMENT

A plan you can live by.

You have worked hard to build up your financial assets. We’re here to help protect and grow those assets, but ultimately, our desire is to help you live a fulfilling and meaningful life.

Together, we’ll create an ideal path to fit your lifestyle needs and goals; a route that you and your family can live by. We will stand alongside and coach you through all financial decisions – both big and small – to help you stay the course.

  • Tax Strategies
  • Budget Advice
  • Debt and Cash Flow Management
  • Financial Education and Literacy
  • Healthcare and Long-Term Planning
  • Insurance Review and Placement
  • Estate and Succession Planning
  • Philanthropy and Charitable Giving

Go Forward With Confidence

See how we help our clients improve their financial wellness and create the lives they have always envisioned.