Sharing good times and eventful moments

We love connecting with our clients and truly enjoy interacting with them on a social basis. While we take the responsibility of managing their financial matters very seriously, life is too short to not have a little fun along the way. So we host social events throughout the year. We hope you can join us.

2022 Mother's Day Brunch

Our annual Mother's Day Brunch at The Peacock Café in Coconut Grove

2021 Holiday Gift Drive

Beyond grateful to our clients and friends for donating to our 2021 Holiday Gift Drive benefitting children in need. These gifts were donated to Children’s Home Society of Florida and Jewish Community Services which help children in foster care and other difficult family circumstances. It is amazing to see the impact we can make when we work together.


Virtual Wellness Event 2021

Kicked off 2021 with a fun and informative event featuring Ronni Litz Julien. Great night!