Treehouse Wealth Advisors has acquired The Humphreys Group, a San Francisco-based wealth management firm and certified B-Corporation focused on women’s economic empowerment, and environmental, social, and governance (ESG) investing.
The acquisition involved an all-women mergers and acquisitions (M&A) team, including Diane Bourdo, president of The Humphreys Group, and consultant and broker Gretchen Halpin from Beyond AUM.
Female attorneys represented both firms during the merger process.
This decision aligns with Bourdo’s long-term succession plan, which includes a two- to three-year timeline for her eventual retirement.
Bourdo said: “After extensive due diligence and thoughtful reflection on our clients’ futures, I am confident this new partnership represents the best path forward.
“Treehouse Wealth Advisors shares our values, philosophy, and a deep commitment to individualised, high-touch financial planning. Together, we will enhance the services our clients depend on while providing continuity for years to come.”
With the acquisition of The Humphreys Group, Treehouse is expected to enhance its services, focusing on individualised financial planning and investment management.
The merged organisation will continue to operate under the name Treehouse Wealth Advisors, with offices in Walnut Creek, California, and San Francisco, US.
Treehouse Wealth Advisors CEO and founder Julie Meissner said: “This merger represents a union of shared values and a mutual commitment to delivering personalised, high-touch wealth management.
“We are excited to further expand in the Bay Area and integrate The Humphreys Group’s innovative initiatives, such as group-based Conversation Circle events and ESG investment opportunities, into our offerings to provide even more meaningful services for our clients.”
Treehouse Wealth Advisors provides financial planning and investment management services to families and individuals.
“Treehouse Wealth Advisors merges with The Humphreys Group” was originally created and published by Private Banker International, a GlobalData owned brand.
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