Community is part of the plan.
From sunrise trail walks to evening socials, we love gathering with our clients and neighbors. Here's what's coming up.
Client Social - Bowling Night
Come bowl with us at House Rules in Scottsdale. No skill required - just good company and a great evening out with us.
Morning Club: At Fashion Square
A monthly community and coffee event for current clients and client guests.
Lunch & Learn with Dimensional Fund Advisors
Join us for a relaxed afternoon with our investment partners at Dimensional Fund Advisors. Over lunch at our office, we'll discuss relevant topics in today's market and close with an open Q&A. Limited spots available.
Morning Club: At Fashion Square
A monthly community and coffee event for current clients and client guests.
Client Social - Pickleball
Rally with us at Electric Pickle in Tempe for a fun evening on the courts.
Morning Club: At Fashion Square
A monthly community and coffee event for current clients and client guests. Click on the link below to RSVP.