We believe that the best financial advice comes from advisors who truly know their clients. To this end, we sponsor regular Client Appreciation Events throughout the year. These events are a great opportunity to network with your advisor and other clients, and you are often invited to bring a guest. Our client events range from sporting events and cocktail parties to cooking classes and art shows. There’s something for everyone! We also regularly host shredding events for the communities in which we are located so that our clients and neighbors can dispose of personal information safely.
Please select the event(s) you wish to attend below, and use the form to RSVP!
Check back frequently as events are added regularly!