For nearly two decades, Pathstone has brought together clients and close friends of the firm for a distinctive and thoughtfully curated wealth management conference—Finding Meaning in Money.
 
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 well‑known thought leaders and experts, Finding Meaning in Money delivers engaging content that helps clients align personal values with their long‑term portfolio strategy, learn about creating social impact, and plan for generational wealth transfer. The conference is designed to support clients in navigating life thoughtfully alongside their financial decisions.