Event Recap


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.

Wisdom Topic


Financial advisor Rob De Lessio walked our clients through a few different types of alternative investments - hedge funds, venture capital funds, and private equity funds - and discussed the pros and cons of each.

To learn more about our events, visit our Wine and Wisdom page! Join us for our next event in your city, or one of our many other cities across the United States.

If you have a financial planning or retirement question, give us a call at 87-SWD-GROUP (877-934-7687) or by sending an email to Info@SWDGroup.com.


Thanks to everyone who came out and made this event such a success. Check out our next event, or view more photos below.