9th Annual UTC Ambassador Event

One hundred and thirty AdviceOne clients and their guests joined hosts Michael Grossman, CFP®, Carlos Henriques, CFP® and Tim Miller, CFP® at The Riverhouse at Goodspeed Station for cocktails, dinner and dancing. Guests donated generously to Boys and Girls Club of Hartford. This was our biggest and best UTC Ambassador Event yet and we look forward to the next one!

AdviceOne Ambassadors Dinner Dance

The clients and guests of Wealth Managers Michael Grossman, Carlos Henriques, Neil Goldberg, Lorie Schappert and Chuck Johnson gathered at The Riverhouse at Goodspeed Station in Haddam this May. The views from the balcony were gorgeous. Guests enjoyed cocktails, hors d'oeuvres and dinner, and danced the night away! Clients, advisors and staff contributed toys, clothes and over $650 in gift cards for the Connecticut Children's Medical Center.

AdviceOne Celebrates A Wedding!

Carlos Henriques' 2014 AdviceOne Advisory Council

Michael Grossman's 2014 AdviceOne Advisory Council

Neil Goldberg’s 2014 AdviceOne Advisory Council

Lorie Schappert's 2014 AdviceOne Advisory Council