The Art of Curated Wealth: Navigating Difficult Markets
About this Event
Private Discussion | Limited to 25 Guests | Advance Registration Required
Request your seat early — attendance is limited.
The Art of Curated Wealth
Join Marcus A. Turner, CEO of Limitless Capital Management Inc., for a private evening designed for accomplished professionals seeking greater clarity and intention in their wealth strategy.
Our last private session resulted in several attendees scheduling portfolio reviews to explore greater fiduciary alignment.
This is not a traditional financial seminar. It is a curated environment where thoughtful investors explore how wealth can be structured to support life design, stewardship, and legacy.
What We'll Explore:
- Strategic Portfolio Insight
Discover the forces shaping investor portfolios in 2026 and how affluent families are repositioning their strategies for resilience and tax efficiency. - Fiduciary Advocacy
Learn what it truly means to work with an advisor legally obligated to act in your best interests—and why that distinction matters. - Curated Conversation
Attendance is intentionally limited to 25 guests to foster meaningful discussion among peers who value intentional stewardship of capital.
Who Should Attend:
This discussion is ideal for individuals who:
• Are evaluating portfolios of $250,000+
• Want a second opinion on their current strategy
• Value clarity, alignment, and long-term legacy planning
Each attendee will have the opportunity to schedule a private Portfolio Second Opinion following the event.
Agenda
🕑: 05:00 PM - 07:00 PM
The Evening's Journey
Info: 4:15 PM: light refreshments
5:00 PM: Welcome
5:15 PM: Interactive Presentation
6:30 PM: Networking & Small Group Discussions
6:45 PM: Closing & Next Steps
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
