The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors | PR Newswire [Video]

Bay Area wealth management firms join forces to provide expanded financial services

, /PRNewswire/ — The Humphreys Group, a B-Corporation and boutique wealth management firm recognized for its dedication to advancing women’s economic empowerment, is proud to announce a strategic merger with Treehouse Wealth Advisors, based in Walnut Creek, CA.

“After extensive due diligence and thoughtful reflection on our clients’ futures, I am confident this new partnership represents the best path forward,” said Diane Bourdo, CFP^®, President of The Humphreys Group. “Treehouse Wealth Advisors shares our values, philosophy, and a deep commitment to individualized, high-touch financial planning. Together, we will enhance the services our clients depend on while providing continuity for years to come.”

This decision comes as part of a long-term succession plan, with Bourdo setting a timeline of 2-3 years for her eventual retirement. Instead of a typical business broker approach to acquisition and succession, Bourdo partnered with Beyond AUM, a wealth …