Client Events

We would like to thank all of our clients and associates, as always, for being a part of our practice and allowing us the privilege of helping you achieve your financial goals and intentions. As a thank you to our clients, we enjoy hosting appreciation events throughout the year that allow us to share unique and fun experiences, and let our clients get to know each other.

Take a look at some of our past events.  We look forward to having you join us in the future!

 

Create a Cook
November 2016

 

 

 

 

 

 

 

 

 

 

Culinary Main Streets & Back Roads of New England
Featuring WCVB Channel 5 Correspondent Ted Reinstein
November 2015

 

 

 

 

 

 

 

 

 


 

An Evening of Comedy
Featuring Comedian Jim Colliton
September 2014

 

 

 

 

 

 

 




 

 

Boston Chefs Table
Featuring Chefs Andy Husbands, Jeremy Sewall and Christopher Coombs
October 2013

 

 

 

 

 

 


 

 

 

 

Become a Barbeque Pit Master
Featuring Pit Masters and Chefs Andy Husbands and Chris Hart
June 2011

 

 

 

 

 

 

 


 

 

 

The Royal Chef
Featuring the former private chef to Diana, Princess of Wales
October 2008

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck