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Upcoming Events

We regularly host educational seminars, client appreciation dinners, and market outlook briefings.

No Upcoming Events Scheduled

Please check back soon for our next gathering.

Our Community

Recent Highlights

June 2, 2026

Wine, Wealth & Wisdom

Join us for an evening of curated wines from Spain, Italy, and Argentina paired with meaningful conversation and community impact.

Wine, Wealth & Wisdom
April 16, 2026

Wine, Wealth & Wisdom

Join us for an enlightening evening combining fine wine tasting with valuable financial insights at our offices, with special guest, Ron Magill!

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January 22, 2026

Get Redd-y 2026

Get Redd-y 2026 is an intentional evening of meaningful conversation and community impact. Wine, hors d’oeuvres, and a special evening as we step into the new year grounded and intentional.

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January 15, 2026

Wine, Wealth and Wisdom (Kickoff)

Our inaugural 2026 event brought clients together for an exclusive tasting and market update.

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October 23, 2025

Wine, Wealth & Wisdom

Join us for an enlightening evening combining fine wine tasting with valuable financial insights at our offices.

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October 16, 2025

Twelve Good Men Kickoff Cocktail

We held the Twelve Good Men Kickoff Cocktail at our offices.

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October 9, 2025

Networker | Ocean First Institute

We held a networking event for Ocean First Institute at our office and hosted world renowned Dr. Mikki McComb-Kobza.

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September 16, 2025

Wine Wealth & Wisdom

Our featured Wine Wealth & Wisdom event.

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