On Saturday, June 7, we had the pleasure of welcoming over 200 clients and guests to our 12th Client Appreciation Event—held at the beautiful Riverhouse at Goodspeed Station in Haddam, CT.
This annual tradition is one of our favorite ways to say thank you. It’s a chance to reconnect outside of portfolio reviews, share a meal, and celebrate the long-standing relationships that make our work so meaningful.
Returning to a Favorite Venue
This year’s event marked our return to the Riverhouse at Goodspeed Station, a picturesque spot overlooking the Connecticut River where we last gathered in 2022. The setting was perfect for an afternoon filled with great food, friendly conversation, and a few surprises.
“Even after 12 events, I’m still humbled by the turnout and the trust our clients continue to place in us.”
Jordan Hickey, Partner, CWM & Wealth Advisor, RJFS
A Personal Touch
One of the day’s highlights was the opportunity for our team to reconnect with clients in person. The event gave us the chance to step away from day-to-day planning conversations and simply enjoy time with our clients in a relaxed, welcoming setting.
“I really enjoyed catching up with clients I hadn’t seen in person in a while. Events like these remind me why I love what I do.”
Mike Nicoletti, Wealth Advisor
Moments That Matter
Guests enjoyed a catered lunch, remarks from our CEO, Tom Hine, and a raffle featuring a variety of gift baskets and local favorites. But it was the personal moments—hugs, introductions, shared memories—that left a lasting impression.
“It was great to meet some of our clients' family members and guests. Those introductions mean a lot.”
Kelsey Conklin, Wealth and Business Advisor
Looking Ahead
We’re so grateful to everyone who joined us—and to those who couldn’t make it, we hope to see you next year! Events like this remind us how special our client community is.
“The event is always a highlight of the year for me. It’s a reminder that this work is about people, not just portfolios.”
– Tom Hine, CEO, CWM & Principal, RJFS
We feel incredibly fortunate to share these moments with such a dedicated and caring group of clients. Here’s to continuing the conversations, connections, and shared milestones in the months and years ahead.
