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Forest Path


cultivating financial well-being

Giving Tree Wealth Advisors is a fee-based financial planning and wealth management firm based in the San Francisco Bay Area. We offer a process that integrates your financial resources with your personal vision of purpose and fulfillment. The result is not so much a single rigid financial strategy, but rather a continuous process in which your wealth enables a path of stability and growth throughout your entire life.

Our team has over forty years of combined experience as independent registered investment advisers and financial planners. Our independence enables us to keep our clients' best interests in mind; first and foremost. There are no hidden corporate agendas behind our services. There are no sales goals to meet. We only offer services that our clients need, not what a brokerage firm or an insurance company wants to sell. Our independence affords us the time and resources to truly evaluate our clients’ needs, wants, goals, and dreams. We are compensated by a previously agreed upon fee. This fee-only arrangement enables us to be completely objective in our evaluation and recommendation for a course of action. The result is an unbiased commitment with professionals who are working solely for their clients.

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