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Upcoming Events

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

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Recent Highlights

May 12, 2026

Wine, Wealth and Wisdom

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

Wine, Wealth and Wisdom
Network After Work
April 30, 2026

Network After Work

Join us for a networking event with the Miami Finance Forum.

April 16, 2026

Wine, Wealth and 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

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

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October 23, 2025

Wine, Wealth and Wisdom

Join us for an evening where fine vintages meet financial foresight. We’re pairing premium pours with actionable insights.

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October 16, 2025

Twelve Good Men Cocktail Reception

We had the honor of hosting the Twelve Good Men Cocktail Reception at our offices.

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October 9, 2025

Ocean First Institute Networker

In the ocean, sharks are the guardians of balance. In our community, leaders like you are the catalysts for change. Join us for the Ocean First Networker, an evening dedicated to the research, education, and advocacy required to protect our planet’s most vital marine species.

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September 16, 2025

Wine, Wealth and Wisdom

Join us for an evening where fine vintages meet financial foresight. We’re pairing premium pours with actionable insights on building and preserving wealth

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