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. Explore by city below to discover the next Wine & Wisdom events near you!

Wine & Wisdom in Your City

Wisdom Gained Through Experience - Building Lifelong Relationships One Family at a Time

Past Wine & Wisdom Events

Denver Aquarium
Denver, CO | March 14, 2020

The Downtown Denver Aquarium played host to our March 14th Wine and Wisdom events for all our Denver clients. It was the last Denver event at the Downtown Aquarium before COVID shut everything down and was the last event for our team at SWD as well. [...]

SILO Auto Club
Indianapolis, IN | March 13, 2020

Indianapolis is home to the Indy 500 and it also houses the newest gem in Downtown Indy known as the Silo Auto Club. Indianapolis clients showed up in full force for the Wine & Wisdom on March 13th, so many that we even needed to bring in additional seating for our financial planning event. [...]

American Sign Museum
Cincinnati, OH | March 7, 2020

Take a step back in time when entering the American Sign Museum. Cincinnati Ohio holds one of the most interesting event centers you will come across in the United States with this little gem on the west side of the city. The sign museum served as a perfect location for Wine and Wisdom. [...]

Muhammad Ali Center
Louisville, KY | March 5, 2020

The Muhammad Ali Center in Louisville Kentucky played host to our Wine and Wisdom for March 2020. It was great to have hundreds of clients join us to tour the museum of the greatest boxer ever. [...]

Rupp Arena
Lexington, KY | December 18, 2019

Rupp Arena was the sight of our December Wine and Wisdom event in Lexington. Christmas music played, the red carpet was rolled out and the biggest Cirque Du Soleil show to come through in 2019 awaited our clients! It was exciting to see all our clients getting to meet and interact with our team. [...]