Events

Fidelity Bitcoin and Digital Assets

The benefits of private equity in a diversified portfolio – A case study with SpaceX IPO (12PM)

Align Your Investments with Your Values

Join us at Gordon College on Tuesday, November 18th to learn how your portfolio can reflect your values, and enjoy hors d'ouvres and desserts too!

Cars For Charity 2025

Maximizing Your Business Value: Prepare for the Next Big Opportunity

Join us for a casual, informative evening where we'll walk through the five key questions and actions business owners should ask / take to strengthen, protect, and position their business for the future. Enjoy good conversation, valuable insights, and a drink on us!

Client Event and 2025 Outlook - February 11, 2025 - Danversport

Client appreciation and special guests event for 2025 Outlook and OneAscent Financial meet and greet.

Current Market Update and How to integrate Faith and Values Based Investing in your Portfolio with Bob Doll

This event is about Faith and Values Based Investing: Integrating one’s Faith and Values into their investment decisions and portfolio. Hosted by Brad Small, CEO of Solomon Private Wealth and speaker Bob Doll at Gordon College's Frost Hall. Come hear Bob Doll, CEO and CIO of Crossmark Global Investments, share his 40+ years of experience managing large-cap equity strategies and navigating global economics and how he integrates his faith into these decisions for those clients that would like to include this in their portfolios. Enjoy appetizers and beverages in Frost Hall followed by an intimate talk with Bob Doll.

Bitcoin and Digital Assets– Understanding the Digital Ecosystem

This seminar, presented by Solomon Private Wealth in partnership with Fidelity, is meant to educate and inform about the history and current environment for digital assets. Solomon Private Wealth seeks wisdom, discernment, and discretion, so that we can serve our clients in the mission of growing, preserving, protecting, and transferring their wealth. We serve our clients with integrity, transparency, discipline, and steadfastness. We are therefore hoping that this event supports our goal of educating our clients and the community in general because we want to help you turn Wisdom to Wealth! TM.

Charting Disruption: Outlook for 2024 and Beyond Seminar (Live, in person)

This seminar, presented by Solomon Private Wealth in partnership with Global X funds, is meant to educate and inform via both an in-person live option and a virtual online registration via Zoom. Solomon Private Wealth seeks wisdom, discernment, and discretion, so that we can serve our clients in the mission of growing, preserving, protecting, and transferring their wealth. We serve our clients with integrity, transparency, discipline, and steadfastness. We are therefore hoping that this event supports our goal of educating our clients and the community in general because we want to help you turn Wisdom to Wealth! TM.

Charting Disruption: Outlook for 2024 and Beyond Seminar (Online - Zoom)

This seminar, presented by Solomon Private Wealth in partnership with Global X funds, is meant to educate and inform via both an in-person live option and a virtual online registration via Zoom. Solomon Private Wealth seeks wisdom, discernment, and discretion, so that we can serve our clients in the mission of growing, preserving, protecting, and transferring their wealth. We serve our clients with integrity, transparency, discipline, and steadfastness. We are therefore hoping that this event supports our goal of educating our clients and the community in general because we want to help you turn Wisdom to Wealth! TM.

Cars for Charity 2024