aerial view of St. Petersburg pier and marina

We believe it’s important to get to know our clients and their families on a personal level.

That's why we host fun, educational and charitable events throughout the year and encourage you and your friends and family to join us.

Evening with Our Chief Investment Strategist: 2/17/16
Sinatra Celebration: 1/12/16
GWP Oktoberfest: 10/15/15
Symphony Under the Stars: 5/9/15
A Purposeful Retirement: 3/25/15
Symphony Under The Stars: 5/10/14
Long Term Care Seminar: 4/23/14
Warhol Exhibit: 2/26/14
Medicare Seminar: 2/20/14
Women In The Arts: 2/19/14