
Guide Morrison – Integrated Wealth Management has changed its name to Treasure Valley Financial Planning
We expanded our team of advisors and client service staff to allow us to be more proactive in our outreach and advice, shorten response times, augment our team’s expertise and enable us to deepen and enhance the services we provide. Our number one goal is to help give our clients peace of mind in a world of increasing complexity and uncertainty by refining the delivery and content of our financial planning advice. The new name reflects that aspect of our work and our expanded staff.
Nothing! We have a new name and additional staff but will continue to use TD Ameritrade and operate from our current office location. All the contact information for us will remain the same except our e-mail addresses. Your advisor will reach out to you with their updated email address. You can also contact Alice for that information at alice@treasurevalleyplanning.com.
What happens next?
The experience you have with us is incredibly important. In your upcoming review meeting, we will be introducing each of our team members and their role in ensuring your experience with us is the best it can be. We will also take a few minutes to discuss the array of services we can provide you and hope to clarify what services would be of most benefit to you. As always, if you have any questions or concerns, please schedule a phone call with your advisor.
For more information, please visit our new website at treasurevalleyplanning.com.


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Guide Morrison Headquarters 1542 S Timesquare Ln Ste 102 Boise, ID 83709
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Morrison Asset Management, LLC d.b.a. Guide Morrison is not a registered investment advisor. Advisory services are offered through Clear Creek Financial Management LLC, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Morrison Asset Management, LLC d.b.a. Guide Morrison or Clear Creek Financial Management LLC unless a client service agreement is in place. There is no common ownership or control between Morrison Asset Management, LLC d.b.a. Guide Morrison and Clear Creek Financial Management LLC.