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Events
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Client Canoe and Tubing Trip
Join us for a Fun Canoe and Tubing Trip. We look forward to seeing you for a delightful afternoon paddling on the water and enjoying some sunshine and good fun! This is just a chance to break the norm and enjoy some time with your advisor and staff in a relaxed environment. Location and additional…
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Fall Lunch & Learn
Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence for the Big Dogs of investing. We are eager to continue to educate you, our clients, and to treat you to a delicious luncheon.…
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Fall Lunch & Learn
Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence for the Big Dogs of investing. We are eager to continue to educate you, our clients, and to treat you to a delicious luncheon.…
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Christmas Party Client Appreciation
Come and celebrate the Christmas Season with us! We will have delicious hors d'oeuvres, drinks, presents and music. This is one of our favorite times to celebrate with our clients. Friday, December 4th from 3:00pm - 7:00pm. Location: TBA