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Guide Morrison – Integrated Wealth Management has changed its name to Treasure Valley Financial Planning

Why the name change?

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.

What changes for me?

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.

Integrated Wealth Advisors

Life is an adventure. Looking forward to all that your life has to offer, you owe it to yourself to work with the right partner, advisor, and guide. One that can help you chart out the right approach for you, prepare for each step of the journey, and stay the course through it all.

At Guide Morrison, we have the insight and skill to help you not only reach your destination, but get the best and most from the process. We are integrated wealth advisors serving Idaho and the Northwest. We are reliable and proven, even in the face of the storm. And we want to earn your business as well as your trust.

Integrated Wealth Advisors

Life is an adventure. Looking forward to all that your life has to offer, you owe it to yourself to work with the right partner, advisor, and guide. One that can help you chart out the right approach for you, prepare for each step of the journey, and stay the course through it all.

At Guide Morrison, we have the insight and skill to help you not only reach your destination, but get the best and most from the process. We are integrated wealth advisors serving Idaho and the Northwest. We are reliable and proven, even in the face of the storm. And we want to earn your business as well as your trust.

David Morrison

CFP® - Certified Financial Planner™ Professional

David has nearly a decade of experiencing guiding clients through life’s financial opportunities. Focused, dedicated, and passionate about helping others enjoy all life has to offer, David makes his home in Idaho and is licensed across the Northwest and in 17 total U.S. states.

Patrick Collins

CRPC®, APMA®, M.B.A. - Financial Planner

Patrick has been in the financial services industry for over five years and is trusted by his clients and respected by his peers. Thoughtful, deliberate, and meticulous in helping others plan and execute on their investment strategies, Patrick makes his home in Idaho and is licensed across the Northwest and in a total of nine U.S. states.

Eugene A. DelaRosa

CFP®, APMA® - Certified Financial Planner™ Professional

Eugene has been providing financial advice to clients for over 15 years. He became a Certified Financial Planner™ in 2008. Eugene strives to provide unbiased advice on a broad range of topics including retirement planning, investment strategies, cash management, survivor and chronic care protection, as well as tax and estate planning issues. If you have a question, Eugene will have an answer or will guide you to a solution.

Eugene and his wife live in Boise and have two adult children. When he is not helping his clients Eugene enjoys travelling and spending time in the outdoors of Idaho.

Eugene holds a Bachelors of Science degree from Stanford University in Chemical Engineering. He spent 22 years in manufacturing and research and development at Micron Technology before living the dream: helping clients set their own schedule.

David Morrison

CFP®, APMA® - Certified Financial Planner™ Professional

David has nearly a decade of experiencing guiding clients through life’s financial opportunities. Focused, dedicated, and passionate about helping others enjoy all life has to offer, David makes his home in Idaho and is licensed across the Northwest and in 17 total U.S. states.

Patrick Collins

CRPC®, APMA®, M.B.A. - Financial Planner

Patrick has been in the financial services industry for over five years and is trusted by his clients and respected by his peers. Thoughtful, deliberate, and meticulous in helping others plan and execute on their investment strategies, Patrick makes his home in Idaho and is licensed across the Northwest and in a total of nine U.S. states.

Eugene A. DelaRosa

CFP®, APMA® - Certified Financial Planner™ Professional

Eugene has been providing financial advice to clients for over 15 years. He became a Certified Financial Planner™ in 2008. Eugene strives to provide unbiased advice on a broad range of topics including retirement planning, investment strategies, cash management, survivor and chronic care protection, as well as tax and estate planning issues. If you have a question, Eugene will have an answer or will guide you to a solution.

Eugene and his wife live in Boise and have two adult children. When he is not helping his clients Eugene enjoys travelling and spending time in the outdoors of Idaho.

Eugene holds a Bachelors of Science degree from Stanford University in Chemical Engineering. He spent 22 years in manufacturing and research and development at Micron Technology before living the dream: helping clients set their own schedule.

For Vision, Partnership & Results

At Guide Morrison, we believe there is more to financial services than return on investment. We focus on helping clients achieve the best possible “return on life.” That means being prepared from the start of the journey with a plan that can endure all life has in store. When opportunities arise, on schedule or blowing in on winds of change, our tools and processes ensure you can not only survive, but thrive.

When you consider what’s to be gained as well as what’s at stake, your choice of partner, navigator, and guide is one not to be taken lightly. That’s why we pledge to respect your principles and your purpose, your passions as well as your priorities. We will walk beside you, which can make all the difference for you.

For Vision, Partnership & Results

At Guide Morrison, we believe there is more to financial services than return on investment. We focus on helping clients achieve the best possible “return on life.” That means being prepared from the start of the journey with a plan that can endure all life has in store. When opportunities arise, on schedule or blowing in on winds of change, our tools and processes ensure you can not only survive, but thrive.

When you consider what’s to be gained as well as what’s at stake, your choice of partner, navigator, and guide is one not to be taken lightly. That’s why we pledge to respect your principles and your purpose, your passions as well as your priorities. We will walk beside you, which can make all the difference for you.

Services

We serve you in many ways.
Investing is just the beginning.

We set our sights on something bigger, bolder, and better than mere transactions. We look into the horizons of your life to help set the right course and guide you along the way with expert navigation.

  • Establishing your Individual Financial Identity

  • Career, Home, Family

  • Education

  • Business & Life Opportunities

  • Retirement

  • Other adventures along the way

Services

We serve you in many ways.
Investing is just the beginning.

We set our sights on something bigger, bolder, and better than mere transactions. We look into the horizons of your life to help set the right course and guide you along the way with expert navigation.

Establishing your Individual Financial Identity

Career, Home, Family

Education

Business & Life Opportunities

Retirement

Other adventures
along the way

  • Cash Flow Management

  • Investment Planning

  • Income Tax Planning

  • Estate planning

  • College Planning

  • Insurance planning

  • Employee Benefits

  • Retirement Planning

Guide Morrison offers a thoughtful mix of products and services in an integrated model that ensures strong alignment and dependable resilience.

We have deliberately chosen to affiliate with TD Ameritrade because of that organization’s reputation for excellence and it’s convenient, cost-conscious access for our clients and our professional advisors. We think you’ll agree it’s the responsible and respectful way to work together for outcomes that matter throughout your life.

Guide Morrison offers a thoughtful mix of products and services in an integrated model that ensures strong alignment and dependable resilience.

We have deliberately chosen to affiliate with TD Ameritrade because of that organization’s reputation for excellence and it’s convenient, cost-conscious access for our clients and our professional advisors. We think you’ll agree it’s the responsible and respectful way to work together for outcomes that matter throughout your life.

Cash Flow Management

Investment Planning

Income Tax Planning

Estate planning

College Planning

Insurance planning

Employee Benefits

Retirement Planning

The TD Ameritrade Platform

Putting clients first since 1975. For more than 40 years, TD Ameritrade has been empowering clients by helping them take control of their financial lives. Today, the company delivers exceptional access to education, resources, and service to help individuals like you pursue your goals with confidence. Today, TD Ameritrade provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors, including David Morrison of Guide Morrison.

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Representing Clear Creek Financial

Clear Creek Financial Management’s focus is to equip clients with the best education, advice, and investment expertise to achieve their financial goals. As part of its philosophy, Clear Creek and representatives including Morrison Asset Management, LLC do not “sell” any financial products, and do not believe in any one-size fits all solutions. This means no hidden fees and more importantly no conflicts of interest.

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The TD Ameritrade Platform

Putting clients first since 1975. For more than 40 years, TD Ameritrade has been empowering clients by helping them take control of their financial lives. Today, the company delivers exceptional access to education, resources, and service to help individuals like you pursue your goals with confidence. Today, TD Ameritrade provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors, including David Morrison of Guide Morrison.

LEARN MORE
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Representing Clear Creek Financial

Clear Creek Financial Management’s focus is to equip clients with the best education, advice, and investment expertise to achieve their financial goals. As part of its philosophy, Clear Creek and representatives including Morrison Asset Management, LLC do not “sell” any financial products, and do not believe in any one-size fits all solutions. This means no hidden fees and more importantly no conflicts of interest.

LEARN MORE

Contact Us

Guide Morrison Headquarters 1542 S Timesquare Ln Ste 102 Boise, ID 83709

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    ph 208.789.0888
    fx 208.789.2160

    EMAIL

    Form CRS

    Copyright © 2021 Morrison Asset Management, LLC d.b.a. Guide Morrison.

    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.