What are Wine & Wisdoms?

Simply put, it’s an experience! We bring our clients together in markets all over the United States every 6 weeks to interact, enjoy a great meal, learn about a financial planning ‘Wisdom’ topic from one of our licensed financial advisors and experience an incredible event in their city!

From high-flying Cirque Du Soleil shows in Colorado, to walking the red carpet in a refurbished distillery in Kentucky , to experiencing casino night on the Ohio River, our events team is sure to wow you with a world class experience.