Treehouse Wealth Advisors

Treehouse Wealth Advisors provides personalized portfolio management and wealth planning services to individuals, high-net-worth clients, businesses, and charitable organizations. Operating as a registered investment advisor, the firm tailors its investment strategies to match each client's specific financial situation, risk tolerance, and goals. Treehouse Wealth Advisors utilizes various methods of analysis, including fundamental, technical, and charting analysis, along with long-term and short-term purchase strategies. In addition to managing investment portfolios, the firm offers wealth planning services covering family continuity, estate planning, integrated tax and financial planning, lifestyle management, philanthropy, and risk management. Treehouse Wealth Advisors manages assets on both a discretionary basis, where the firm makes trades on the client's behalf without prior approval, and a non-discretionary basis, requiring client approval for transactions. The firm does not have a strict minimum account size to open an account, though it retains the right to close accounts that fall below a manageable size.