We love the tried-and-true as much as the never-been-done-before. We infuse innovation and collaboration. We believe education empowers and information liberates. Our fresh approach and mindset positively transform tradition. We help people live the life they want.
Most people who engage in financial planning already have a strong foundation. They understand cash flow, portfolio structure, tax strategy, and long-term modeling. Comprehensive financial plans are designed to guide decisions over time, and they do important work. They allow
The holiday season naturally pulls us toward reflection—where we’ve traveled this year, how we’ve grown, and the people who’ve walked beside us along the way. At Treehouse Wealth, we often talk about life as an adventure, with unexpected twists, summit
Losing a spouse is hard enough; trying to figure out what to do with their IRA probably isn’t topping your comfort list. The account itself is just numbers on a page, but what it represents is far more intimate: the
Aging is less about the passage of time than the shifting shape of it. One day you’re trimming the hedges and making dinner reservations; the next, you’re thinking about who might help with the hedges or whether dinner could simply
As the holiday season approaches, airports will soon fill with families heading home, retirees chasing sunshine, and adventure-seekers trading office views for mountain peaks or distant coastlines. Whether your plans take you across the country or across the ocean, there’s
By the time you’re in the late stretch of your career, the markers of success have shifted. You’ve climbed the ladder, navigated the politics, and proven what you needed to prove. The next chapter isn’t about squeezing every last dollar
As we move through different stages of life, our financial journey evolves. Sometimes the path is about building wealth, and other times it’s about sharing it—whether with family, friends, or the causes we care deeply about. One often-overlooked way to
Wisdom, Reciprocity, and Remembering Our Place in the Natural World At our most recent Treehouse Book Club gathering, we stepped into the deeply poetic world of Braiding Sweetgrass by Robin Wall Kimmerer—a book that felt more like a sacred conversation
Not every love story follows the same script. Some couples walk down the aisle; others never feel the need. Some choose the legal framework of domestic partnership, while others co-mingle lives and assets without ever signing a document. What matters
Investing can feel intimidating—full of jargon, market swings, and endless options that make it hard to know where to start. But at its core, investing is simply about putting your money to work so that it can grow and support
There are chapters when life is a steady hum. You know what’s coming. You show up, pay the bills, and hit your deadlines. The structure makes sense… Until it doesn’t. There are other chapters that crack your voice when you
We’ve hosted Conversation Circles for about ten years now, and over time, some topics have naturally become our favorites. We recently gathered as group of twelve women to explore “What’s Your Money Story?”, a subject we like to re-visit regularly.
There’s a specific sort of stillness in the house when the baby finally sleeps. You walk past the bassinet like it’s a wild animal you’ve tamed for the moment, exhaling slowly and quietly, because everything feels fragile now. Precious, yes,
There’s something powerful about walking your own path—no partner, no children, just you and your ambitions, dreams, and choices. It can feel expansive, like an open road with no set destination. But when it comes to financial planning, that open
You’ve built something meaningful. Something real. Whether your business started as a spark of inspiration or a strategic move, it’s grown into an extension of your identity. Now, as you begin thinking about what’s next, whether that’s stepping away, slowing
