Events

We are delighted to present our online 2025 Client Appreciation Event! On Thursday, October 23rd from 7:00 to 8:00pm EST, we will host a wine and chocolate tasting event with Luca Paschina of Barboursville Vineyards and Tim Gearhart of Gearharts Fine Chocolates. We will welcome many new clients and honor those who referred them to us. Since this is a virtual event, you can participate wherever you are, and if you are going to be away from your home on the day of the event, don't worry! We can still ship you the goodies.

Luca is an award-winning wine maker who moved from Italy to central Virginia to establish Barboursville as one of the most celebrated vineyards in the region. He will join us from the Palladio restaurant terrace overlooking the vineyards, where you will be able to enjoy the sun setting over the historic Barboursville ruins.

Tim has been honored to serve his chocolate to heads of state of many countries. He has honed his craft of chocolate making and will share with us some of his favorites. (If you don't drink wine or would prefer twice as much chocolate instead of wine, let us know, and it can be a chocolate-lovers' tasting instead!)

Please let us know if you can join us on October 23rd. We’ll send you the wine and chocolate in advance, and then we’ll all have the pleasure of sipping and tasting with our friends, Luca and Tim. If you have any questions, feel free to reply to this email or give us a call at (434) 296-6611.

We hope to see you there!

Did you know that the Alzheimer's Association Walk to End Alzheimer's® is the world's largest fundraiser for Alzheimer's care, support and research? This inspiring event calls on participants of all ages and abilities to join the fight against the disease. Help us keep the momentum going - please mark your calendar for Sunday, October 26th at 1:00pm, and plan to join us at the Walk to End Alzheimer's Charlottesville!

To register for the walk or if you have any questions, please reply to this email, or give us a call at (434) 296-6611. Please register no later than Friday, October 10th.

We hope to see you there!

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

ArkWise Wealth is sorting food donations at the Blue Ridge Area Food Bank on Friday, November 21st from 1:30-3:30pm, and we wanted to extend the invitation to our clients and community members to join us. Please note that space is limited to eight volunteers, standing and sorting food items as a team.

We are delighted to invite you to attend this year's Art Song Recital, featuring a variety of poetic, "Art Song" style pieces performed by up-and-coming vocal talent coached by Jeremy Thompson. After the recital, we kindly invite you to join us for light refreshments and an opportunity to meet and mingle with the performers as well as the Charlottesville Opera Board members and staff.