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 us at 203-202-2576 or

Spring May 7 - 10, 2017

The Langham Pasadena

Pasadena, CA

Fall October 9-12, 2017

Belmond Charleston Place

Charleston, SC

Winter December 3 - 6, 2017

Montage Palmetto Bluff

Bluffton, SC