Enjoyable events shared with our clients.
Outside of financial planning, we have many varied interests and this is reflected in the number and type of client events we host throughout the year. For instance, we've supported local charities through sponsoring sporting clays events, compared wines from France and California, experienced a demonstration of how unique a Big Green Egg cooker can be, and tried new recipes at a Jamaican cooking class. We try to match people and interests, and keep each gathering small, as it makes for a more personal experience. Let us know if you would like to attend an upcoming event.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt