Past Client Trips
We believe that part of enjoying true wealth is creating memorable experiences for family and loved-ones. We offer several opportunities each year for clients to participate in these memory producing special trips. We invite you to join us for any of our upcoming trips. Please contact our office to get specific details and reserve your spot now.
Due to securities regulations, we are not permitted to pay the cost of these trips. Rather, we seek to create special memories for our clients and offer easy-to-use, well thought out trips where you can get to know our firm better, while meeting other interesting like-minded clients and creating memories of a lifetime with your family.
You will notice that our trips reflect the personality and experience of our firm. You can expect health, fitness, and golf to play prominently in our future plans. Bucket list goals include World Cup Soccer, Summer and Winter Olympics, the Monaco Grand Prix, the Kentucky Derby, select cruises, and a semiannual golf trip to either Scotland or Ireland.