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Events Calendar

Events Calendar

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Monthly Market Update 1:00 PM
Monthly Market Update
Oct 17 @ 1:00 PM – 1:30 PM
  Please join us for our monthly conference call. It will be held every 3rd Wednesday of the month, at 1:00pm.  There will be a portfolio manager or economist on the call to give a...
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Fall Client Wine Event 6:30 PM
Fall Client Wine Event @ Weaver Consulting Group
Oct 18 @ 6:30 PM – 9:00 PM
 
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1 Year Anniversary – Client Appreciation Event

1 Year Anniversary – Client Appreciation Event

We were grateful to spend a special evening enjoying wine and appetizers with our wonderful community of clients last week at the Pasea Hotel and Spa in Huntington Beach, CA. Our first year went by so fast and the transition would not have gone as smoothly if it weren’t for the trust and support from…

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Holiday Brunch 2018

Holiday Brunch 2018

Our client appreciation champagne brunch at Back Bay Bistro was a success!   We are so grateful for the clients who could make it out and share this event with us on such a sunny, beautiful day in January!  We love to see the friendships that are made and embraced at our events and within our…

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Fall Wine Event 2017

Fall Wine Event 2017

The Fall Wine Event was a hit! Twice a year we host this event to show appreciation for our clients and also give them the chance to bring in their friends and family. We are grateful for those who were able to come enjoy wine and h’dourves overlooking the beautiful Huntington Beach sunset.

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Huntington Beach Airshow

Huntington Beach Airshow

All eyes on the sky at the 2017 Huntington Beach Airshow.  This year was another incredible, entertaining event.  We are grateful to have front row views with our balcony overlooking the Huntington Beach pier.  Looking forward to hosting our clients at future air shows.  Thank you to client Paul Lukacs for taking great photos and…

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