Changing the way RIAs source new investment products and strengthen relationships with Fund Managers

Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Register for our 2017 events below or contact Brian Morris at 203-202-9694 or

Spring May 7 - 10, 2017

The Langham Pasadena

Pasadena, CA

Fall September 10-13, 2017

Eau Palm Beach

Palm Beach, FL

Winter December 10 - 16, 2017

Montage Palmetto Bluff

Bluffton, SC