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

Martin Auto Museum
Glendale, AZ | June 10, 2023

For our June Wine & Wisdom in Phoenix, we took our guests to the Martin Auto Museum. Everyone got an up close look at some really unique classic cars. [...]

The Carter Presidential Center
Atlanta, GA | June 8, 2023

For our June Wine & Wisdom in Atlanta, we took our guests to the Jimmy Carter Presidential Library and the Carter Center. Everyone was able to get an up-close look at a fascinating chapter of American history. [...]

Highlands Ranch Mansion
Highlands Ranch, CO | March 10, 2023

For our first 2023 Wine & Wisdom in Denver, we took our guests to the beautiful Highlands Ranch Mansion. After dinner and the presentation, everyone tested their knowledge with a rousing game of trivia. [...]

Rhinegeist Brewery
Cincinnati, OH | February 18, 2023

For our first 2023 Wine & Wisdom in Cincinnati, we took our guests to Cincy's own Rhinegeist Brewery. Everyone was able to take a tour of the working brewery and get a taste of several of Rhinegeist's beers. [...]

Muhammad Ali Center
Louisville, KY | February 17, 2023

For our first Louisville Wine & Wisdom in 2023, we took our guests to the Muhammad Ali Center, where everyone was able to explore the life and story of the man many believe to be the greatest boxer of all time. [...]