Julie Meissner's Contact Details

Julie Meissner's Company Details

Treehouse Wealth Advisors

Walnut Creek, California, United States • 4 Employees
Investment Management

You chose to become an independent financial advisor because you wanted the flexibility and freedom to work from anywhere, the ability to better serve your clients and scale your business. But now you've hit a wall: you're seeking to be around other like-minded, passionate, driven, and experienced financial advisors. You're ready for a new and better independence. That's where Garrison Point Advisors comes in. We are redefining what it means to be an independent financial advisor. Based in the San Francisco Bay Area, we're a firm for growth-minded advisors who want to be independent, but also work alongside an experienced team. Garrison Point Advisors provides access to educational resources, mentoring networks, best-in-class client solutions, and a supportive network of collaborative team members. We make it possible for you to enjoy the payout of going independent, without the hassle of running a new, highly regulated business on a budget. At Garrison Point Advisors, we teach our advisors the most dynamic and efficient ways to run their day-to-day business so that they are able to provide the highest level of service to clients. We also help advisors thinking about succession find the best teammates for a seamless transition.As more advisors go independent, clients' needs continue to evolve, and the industry continues to shift, our network helps advisors be at the cutting edge of industry innovation, unprecedented collaboration, and trends and expertise. We know how much we can accomplish when we form long-lasting partnerships built on collaboration. At Garrison Point Advisors, we believe that Independence Adds Up.