Giving Tree Wealth Advisors

EST. AUM
$137,997,072

CONTACTS
2

CLIENT ACCOUNTS
225

Firm Details

Metro area San Francisco
CRD Number 312361
Website givingtreewealth.com
Client types

Overview

Giving Tree specializes in holistic financial planning that goes beyond traditional income and retirement considerations. The company prioritizes aligning clients' financial goals with their personal values and life purpose. Their approach aims to foster a purpose-driven life rather than focusing solely on materialistic aspects. Giving Tree integrates heart-centered planning into wealth management to assist individuals in achieving meaningful life objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Giving Tree Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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