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Wine Talk

Wine Talk is a casual conversation to help you make smart decisions with your money. Our talks took place in our office until recently so to adapt to our new way of having this conversation; we will be bringing Wine Talk to your home via Zoom. Our talk will last about 15-20 minutes, and we’ll open it up for your questions. Our in-person talks would last 60 minutes, but since we will be using a different format, and depending on the number of questions, it should be about 30-45 minutes per session. The bottom line is you will be armed with useful information from our time together. Stay tuned for our upcoming Wine Talk!

Want a better understanding of what a wealth manager should be doing for you?

Call us today at (707) 252-1343