Events

Annual Client Appreciation Evening 2025

Outdoor dining area at a waterfront restaurant with people seated at tables; marina with docked boats visible in the background.

We are delighted to announce that our Annual Client Appreciation Evening is happening again this year on October 23, 2025. It will be held at the stunning Hurrica Restaurant in Redwood City! 

This is one of our favorite traditions – a chance to celebrate our incredible clients, in style. Expect an evening of great food, fabulous surroundings and warm company. Mark your calendars—you won’t want to miss it!

If you’d like to join us, please contact your Wealth Advisor for your personalized invitation.

The Countdown is on!

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