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Events

Past Events

Wine Tasting at Crystal Ridge Winery 

Wine Tasting at Crystal Ridge Winery 

Our business is built on a foundation of thoughtful client relationships. Thank you to our guests who took the time out of their busy schedules to join us for our June Client Appreciation Event. Crystal Ridge Winery provided an evening filled with excellent food, wine and company. 

Adopt-A-Family Event 

Adopt-A-Family Event 

For the fourth year in a row, David has sponsored a family through The Bridge Family Center in West Hartford.  Each Holiday season, David will provide toys, gifts and food to a local family in need. 

Connecticut Children's Medical Center Toy Drive

Connecticut Children's Medical Center Toy Drive

Thank you to the clients who donated to our 2022 Toy Drive! Your generous contributions will go a long way to making the holiday season special for the boys and girls at CCMC. 

Fine Dining at Metro Bis 

Fine Dining at Metro Bis 

In October 2022, David returned to Metro Bis with a group of Prospective Clients. While enjoying a complimentary Dinner, David discussed how to navigate through Record Inflation, exploding National Debt, the risk of rising Taxes, Investment Strategies in a turbulent period, and a struggling Post-Pandemic Economy.