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For over a decade, we have brought together clients and close friends of the firm for one of the most unique and exclusive wealth management conferences in the industry - Finding Meaning in Money Conference.
Our annual spring conference is an intimate collection of curious minds, delivering innovative and personalized content. Finding Meaning in Money is focused on the critical aspects of wealth - family, career, philanthropy, happiness and wellness. This spring, we will facilitate a day of engaging speakers and carefully curated content in person at the Clayton Club in Denver, Colorado.
Through some of the most coveted, well-known thought leaders and experts, Finding Meaning in Money’s engaging content helps clients align personal values with their long-term portfolio strategy, learn about creating social impact, and plan for generational wealth transfer. This conference is geared toward helping clients master life in addition to their mastery of money.
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