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Grounded & Growing in Your LifeTime Journey

Work with a Financial Family you can count on in every stage of your life.

Always Guiding You. In Every Stage of Life.

We focus on providing individuals, businesses, and families in the Northern California area with a
lifetime of personal wealth services from investment management, to estate and retirement planning.

Your Financial Family

Dedicated partners and a guiding force that will prioritize your values in every stage of life.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

No matter where you stand in life, or how much wealth you accumulate, finding a balance between your means and goals can feel overwhelming. In each stage of life, you are often presented with many questions and complicated choices that you shouldn’t have to navigate on our own. PearTree Advisory Group was formed on the belief that a financial advisor should be more than just a “finance person”. We will be a core pillar of your life - someone you can always count on to be by your side, guiding you through every stage of life and the questions that come with it, helping you find harmony between your money and your lifestyle.

Learn More About Us
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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