Join us for a refined and inspiring evening where exceptional wine meets elevated financial vision. Presented by Your Financial Planner Melissa Cournyer & Loan Officer Jill Bartoletti
Legacy & Lifestyle is an exclusive event crafted for individuals who are ready to explore the possibilities of building generational wealth—whether it’s funding a second or third home, expanding investment portfolios, or simply enjoying the lifestyle you’ve worked hard to create.
Sip curated wines from Browne Family Vineyards while engaging in meaningful conversations around wealth-building strategies, luxury lending options, and long-term financial planning.
This is more than just an evening of wine—it's a chance to connect, dream, and plan for the life and legacy you deserve.
Space is limited. RSVP today to secure your seat at the table.
