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

BB Riverboats
Newport, KY | September 10, 2022

For our fall Wine & Wisdom in Cincinnati, we took our guests on a riverboat cruise! After lunch and a presentation, guests spent the rest of the afternoon enjoying a cruise on the Belle of Cincinnati down the Ohio River. [...]

Skyline Club
Indianapolis, IN | September 9, 2022

Our fall Wine & Wisdom allowed us to take our clients to the beautiful Skyline Club in downtown Indianapolis. After dinner and a presentation, everyone played a rousing game of Singo (like Bingo but with music!) [...]

The Gillespie
Louisville, KY | September 8, 2022

For our fall Wine & Wisdom in Louisville, our guests were able to enjoy an exciting casino night! After dinner and a presentation, everyone spent the rest of the evening playing casino games in the beautiful setting of the Gillespie. [...]

The Cable Center
Denver, CO | June 2, 2022

For our summer Wine & Wisdom in Denver, our guests enjoyed an exciting casino night at the beautiful Cable Center. After dinner and a presentation, our clients were able to try their luck with all the casino games. [...]

Tercero
Glendale, AZ | June 2, 2022

In the summer of 2022, SWD announced the acquisition of PSP & Associates, allowing us to help families in the Phoenix area. To celebrate, we held a special Wine & Wisdom for clients to meet our team. [...]