Eventsand shared experiences

We believe it is not only important that we get to know you as a person, but that you get to know us. So we host educational seminars and social events that you and your family are always welcome to attend. We hope you can join us.

OUR UPCOMING EVENTS

RSVP today and we’ll be sure to save you a seat.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

  • Past Events

    Wine Tasting and the Markets

    uncorked event
    December 5th, 2018
    Total Wine - Pinecrest
    8851 SW 136th St
    Miami, FL 33176

    Annual Matinee with the Marlins

    Marlins invite

    Clevelander Bar
    501 Marlins Way
    Miami, FL 33125

    World Cup Spain vs. Portugal

    World Cup invite

    June 15th, 2018
    Xixon Spanish Restaurant
    2101 SW 22 ST Miami, FL 33145

    Family Fun Day

    September 17, 2017
    Phillip and Patricia Frost Museum of Science
    1101 Biscayne Boulevard
    Miami, FL 33132

    CPA ED Day

    October 25, 2017

    Thanksgiving Pie-Giving

    Office Warming
    November 13-21, 2017

    End of Year Art Basel

    Art, the Markets, and Friends
    Details to follow
    RSVP »

Wealth Fulfillment

The structured planning and process to dynamically pursue your unique objectives.

Investment Management

A disciplined approach to prudently growing and preserving wealth and leaving a legacy.

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