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Wine Talk

Wine Talk is a casual conversation to help you make smart decisions with your money. Our talk will last about 20-30 minutes, and we’ll open it up for your questions.  We start and finish on time, so 60 short minutes, and you leave a little smarter than you came.  As usual, we’ll highlight a premium wine, have a quality cheese assortment, and enjoy each other’s company.

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

Call us today at (707) 252-1343