Sip, Swirl and Savor: The Key to Wellness

Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office.  The event took place at the Newport Beach Country Club.  At “Sip, Swirl and Savor: The Key to Wellness,” clients tasted the most amazing handcrafted chocolates paired with exceptional wines and a refreshing presentation from Master Chocolatier, Amy Jo Pedone of Valenza Chocolatier and Sommelier, Tyler Hatzenbuehler. Amy Jo brought life to the party with her key commentary and taught us all how to really enjoy chocolate. Tyler’s choice of wines paired beautifully with the chocolate and added to the overall experience. We were all treated with a beautiful art exhibit from Emily Moore as well.  Emily is an emerging artist from Orange County whose true passion is for portraiture and has an amazing talent for landscapes too. This truly was a night to remember!

About Beacon Pointe:

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.


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