Event Recap


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.

Wisdom Topic


Financial Advisor Brad Gaines talked to our clients about Pontera, an exciting new tool our team can use to manage held away assets. This allows us to provide our holistic financial planning services to employer accounts such as 401(k)s, 403(b)s, and 529 accounts.

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.