Community Events

We were blessed with over 100 cars and another 100 plus families/attendees for the 2025 Cars for Charity Show by the Solomon Fund, founded by Brad Small, CEO of Solomon Private Wealth.  This was the third year and the first time at Cummings Center in Beverly, MA.  Charities that benefited from the show included Amirah, Beverly Bootstraps, CCC Beverly School for Deaf, Lifebridge, and the Pelican Intervention Fund.  Special thanks to our sponsors Lyon-Waugh Auto Group, Group1 Lexus, Solomon Private Wealth and to the many donors who gave generously for their attendance and to display their vehicles.  Thanks to Victoria Farnsworth and the Flip-the-Bird team for keeping us well fed and the coffee flowing and Jennifer Ameen from the Cummings Center!  Thanks also to special volunteers Joe Rogan, Stephen Grasso, Hester Tinti-Kane, Kimberly Parks and Nina Einstein. 

Last month I was truly blessed to spend a few days with our OneAscent team members in Destin FL for our annual conference.  The agenda was jammed packed with great topics and speakers while connecting with lots of our team members.  Some highlights are below:

This event brought together a thoughtful group of local business leaders for conversations surrounding business growth and exit planning.

We covered five critical questions every business owner should be asking:
1. What is the state of my financial health?
2. What is my business worth?
3. Should I grow, sell, or hold?
4. How do I protect and maximize what I’ve built?
5. What comes after?

A big thank you to Brian Church and Dean Niewolny of OneAscent Financial for sharing their expertise, and to everyone who showed up with questions, insights, and a willingness to plan for the future. For further information please look at our blog post about the event linked here.

"For more than three decades, Lifebridge has been working to meet the most urgent needs of the homeless and under-housed on the North Shore of Massachusetts." (Lifebridge website, 2025). Solomon Private Wealth is an ongoing supporter of this important non-profit organization in our community. Back in May, we were a supporting sponsor of their Together for Women event. This was a sold-out luncheon hosted at the Hawthorne Hotel in Salem. Below, see some photos and be sure to visit the Lifebridge website (linked above) to learn more about this wonderful organization!

Brad attended this year’s 2025 Kingdom Advisors Conference that focused on Wealth Planning and Investment Management that focuses on a Values and Faith Based approach. It was a blessing to hear from many key presenters and meet some old friends and make new ones. These are the differentiators that help Solomon Private Wealth clients bring Wisdom to their Wealth!

We had the pleasure of seeing many clients and their friends/family at the event on February 11th at Danversport. This client appreciation, 2025 outlook, and OneAscent Financial meet and greet went well! Brad was joined by Cole Pearson, President of OneAscent Investment Solutions, and Brian Church, Chief Growth Officer of OneAscent. We were glad to see so many people enjoyed the event!

What an honor and blessing to be with Andrea and Veronica Bocelli this weekend for their annual Boston concert, celebrating backstage and presenting citations of congratulations for 30 years of performing! Senator Bruce Tarr joined me to present citations from US Congressman Seth Moulton, the MA Senate, House and Governor. Andrea was very thankful and quoted "he has always felt a great love from this country to welcome him at all his venues"....We are blessed to have you visit Boston Andrea and Veronica! It is always great to see you when you visit!

Solomon Private Wealth was proud to be a sponsor again at the Annual North Shore Chamber of Commerce Veterans Breakfast this morning.  As a member of the North Shore Chamber of Commerce Board of Directors this is an amazing event to be part of each year. Again, Business and Community leaders came together to honor and recognize and thank all the region's veterans.  Major Sargent General Kevin Holland gave the keynote speaker and shared of his experiences in over 1700 combat assignments – the audience was emotionally moved to say the least!  We were blessed to have two WWII Veterans in attendance. I was also blessed to see old friends Pastor Bill and Mrs Miriam Boylan.  Bill served in the Army and served as Pastor of Byfield Parish Church for 50 years, where I attended in years past.  Also from Georgetown was Doug Dawes who served in the Army in the Vietnam war. The morning was an inspiration, and I am thankful to all the Veterans who have served to put freedom of us all above self.  THANK YOU, VETERANS, – we honor and celebrate you!

I recently attended the Annual Kingdom Advisors Conference in Orlando FL with over 2,000 other financial professionals focused on Wealth and Investment Management and the support of these services. It was encouraging to be among so many in this profession dedicated to a “Values and Faith Based” approach to serving clients and doing business for “The Why”.  The sessions were intense and ran from 7am to 10pm, but were well worth the time and commitment to learning and hearing from key speakers and leaders in Wealth and Investment Management.  I look forward to bringing this to my clients serving them and their families for multiple generations using our focused Family Legacy Planning method.

The North Shore Chamber of Commerce celebrated it's Annual Dinner and Distinguished Leaders Awards recently at the Danversport Yacht Club. I'm proud to be a past Chairman of the Board, and a current member of the Board of Directors for this important organization. The Chamber constantly supports regional businesses and the community at large. Congratulations to this year's award recipients David Morales, Bernadette Butterfield and David Eidle. Josh Kraft of the New England Patriots Foundation gave the key note and shared about "social justice warriors" who unite and advocate to do more for others. He shared some key terms describing those making a difference in the world, worth sharing here: "empathy with action is compassion - philanthropy drives democracy - compassion is the cornerstone of civilization"

I was also thankful to be joined by my friend Chet Harding, Development Director of Amirah, Inc. Another amazing organization helping women from trafficking and making a difference in our community.

As a member of the North Shore Chamber of Commerce Board of Directors I was proud to attend and support the annual Veterans Breakfast this morning.  Business and Community leaders came together to honor and recognize and thank all the region's veterans.  Major General Gary Keefe gave the introduction and had all the veterans from the past wars and conflicts stand to be recognized.  We were blessed to have a WWII Veteran in attendance.  Command Sargeant Major (ret) Skip Solderholm was the keynote speaker who shared a story from one of their missions.  The room of over 400 was totally silent.  His message was one of encouragement for us ALL to have a common vision, to unite and not divide, to remove all negativity, to be team players and have a higher purpose than self.  I was also blessed to see an old friend Larry Coates – Larry served in the Vietnam War flying Bell AH-1 Cobra and Bell UH-1 Iroquois helicopters.

The morning was an inspiration, and I am thankful to all the Veterans who have served to put freedom of us all above self.  THANK YOU, VETERANS, – we honor and celebrate you!