September 16, 2026
Becoming a client goes beyond paperwork and a handshake. Join us for an evening of good food and good company as we welcome you to the firm.
Bring a plus one — a spouse, a friend, or anyone you think would enjoy the evening.
Kindly reply by Friday, September 4, 2026
More than just your advisor. Meet the people answering your calls, moving your money, and preparing your reviews.
You'll share a table with fellow new clients and a few familiar faces, including longtime clients who introduced their friends to the firm.
Over dinner, we'll walk through what to expect in your first year and how to get the most out of your partnership with the firm.
Let us know how many will be joining, and we'll take care of the rest. Your plus one doesn't have to be a spouse — friends are always welcome at our table.
Kindly reply by Friday, September 4, 2026