An evening among friends

We are pairing a curated Italian wine tasting and a hands-on fall centerpiece workshop with a direct conversation about your wealth. Your current stage of life brings competing financial demands, as heavy spending needs collide with crucial wealth-building windows.  Take a creative break to connect with peers and enjoy a guided Taste of Italy. You will leave knowing exactly how to balance those competing goals to keep growing your portfolio.

Prioritize your wealth in good company

Join us for an evening of Italian varietals, hands-on creativity, and a clear-eyed conversation about your financial strategy.

Taste regional Italian wines

Jim Denham from The Wine Steward will pour and guide us through a selection of Italian varietals.

Design a seasonal centerpiece

Take a creative break to build a custom heirloom pumpkin and succulent arrangement with Michelle Waters.

Map your financial strategy

We will discuss how to balance heavy spending needs with your long-term goals so you can maximize your peak earning years.

YOUR HOST FOR THE EVENING

The people making it happen

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RSVP for Wine & Wisdom

Let us know you're coming and whether you're bringing a guest.