Events

Annual Client Appreciation Evening 2026

Four people clink glasses of red wine together at an outdoor dinner table with string lights overhead.

We are excited to announce the return of our Annual Client Appreciation Evening on October 22, 2026, at Donato Enoteca Restaurant in Redwood City.

Each year, this gathering gives us the opportunity to thank our valued clients and celebrate the relationships we’ve built together. We invite you to enjoy an evening of outstanding food, fine wine, and meaningful conversation in one of the Peninsula’s most inviting venues.

We look forward to celebrating with you and sharing a memorable night together. Be sure to save the date – we wouldn’t want you to miss it!

Please contact your Wealth Advisor to receive your personalized invitation.

The Countdown is on!

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