Wealth Investment Exchange

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

Heller Wealth

Wealth Investment Exchange—Facilitating due diligence meetings since 2013!

RIAs and Family Officies—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 16-20 different investment managers to explore strategies that can help grow your client's assets. Attendees take part in a series of 20-minute conversations with funds that match their investment goals and strategies.

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Advisor Information Packet

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Lean in and be part of the conversation.

Event Calendar

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

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

"Efficent use of time. Able to be open to ideas I may normally discard due to lack of time & over demands for individual meetings."

-Sound Financial Management

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