Wealth Investment Exchange

This was a very effective use of my time!


Wealth Investment Exchange—Now in its 5th year!

RIAs—join us for an entirely new way to vet products and network with your peers—through two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Meet one-on-one with fund managers and explore how their strategies can help you grow your client's assets. RIAs take part in a series of 16–20 twenty-minute, face-to-face appointments with funds that match your goals and strategies.

Download Our
Advisor Information Packet

Thank you! You may download the packet PDF here.

Please enter a valid email address

Please select events of interest


Lean in and be part of the conversation.

Event Calendar

There are limited spaces still available for our final event of 2018 in Boca Raton! Follow the Fall link below to register before it sells out.

Event Registration

Fall Winter

2019 Event Calendar

  • March 31–April 3, 2019 Langham in Pasadena, CA Register
  • September 15–18, 2019 Belmond Charleston Place in Charleston, SC Register
  • November 17–20, 2019 Turnberry Isle in Aventura, FL Register

An excellent use of my time to be able to have dozens of face to face meetings with firms representing a diverse segment of products.

Heller Wealth

Watch the Wealth Investment Exchange in Action!

Why attend the Wealth Investment Exchange?

Space is extremely limited—attendance at each Wealth Exchange is kept low to maximize ROI for all participants.

The Wealth Investment Exchange Format

Register Today

Fall Winter

Need more information? Dowload our 2018 Advisor Information Packet by entering your email or contact the Wealth Group sales team directly at 203-202-2576

Thank you! You may download the packet PDF here.

Please enter a valid email address