A complete list of active advisors currently associated with Treehouse Wealth Advisors

Warmer can help you find a great advisor at Treehouse Wealth Advisors or one who fits your needs even better.

Treehouse Wealth Advisors (Garrison Point Advisors, LLC dba Treehouse Wealth Advisors) manages roughly $597 million for a client base that includes individual and high‑net‑worth clients, pension and charitable entities, and corporations. The firm offers discretionary and non‑discretionary portfolio management, financial consulting, and wealth planning services that include estate planning, trustee oversight, integrated tax planning, family philanthropy, and lifestyle management. Investment advice is tailored to each client’s objectives and may use a mix of charting, technical and fundamental analysis with both long‑ and short‑term strategies; the firm may also recommend third‑party money managers and treats cash/money‑market allocations as a distinct asset class. The brochure states the firm uses AI to support research and parts of the investment management process but restricts AI from directing investment decisions and requires human review and supervision of AI outputs. The firm’s disclosures highlight some practices that distinguish it from many peers: it describes arrangements to compensate outside solicitors for client introductions and the associated disclosure requirements, and it documents access to custodial and third‑party research and products that can be used in client materials. The brochure also discusses exposure to investments and products that may employ leverage or borrowing and sets out policies (including trading aggregation and directed brokerage through custodians) intended to manage related conflicts.

To learn more about the advisors currently working at Treehouse Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.