Broker Check

Events

Upcoming HRWM Events - More to Come

HRWM's PRIOR EVENTS

October - 2022

An Intimate Evening with             Dr. Anthony Chan

An Intimate Evening with             Dr. Anthony Chan

The evening of October 5th, 2022 was a special night on many levels. When Ruben Smith and I were making plans for Harbor Rock Wealth Management, we knew that we wanted to create an environment that felt like home for our clients. After building furniture, hanging some art, and putting out a few family photos, the new office started to take on some personality. However, we quickly realized that what really makes a home is the family. So, on this night, we were proud to host some of our HRWM family to a dinner, along with providing a world-class resource in Dr. Anthony Chan, former Chief Economist for JPMorgan, who spoke on various financially relevant and timely topics. Having access to resources like Dr. Chan helps to amplify our commitment to our clients to offer invaluable resources at a local level, and we deeply thank him for his insightful presentation. Many thanks to all who were in attendance.


For more insights from Dr. Anthony Chan, click below to follow his blog.

December - 2022

HRWM's Inaugural Holiday Jingle & Wine Mingle

HRWM's Inaugural Holiday Jingle & Wine Mingle

The spirit was strong as the Harbor Rock family gathered to celebrate the holiday season.  With the accompanying jazz stylings from my nephew, William Luster, great wine, and even better people, what more could you ask for?  Thank you to Jayme and Jerome Bowman of the San Clemente Wine Company for hosting a great evening!  For more information on the San Clemente Wine Company, click below.

May - 2023

HRWM's 1st Anniversary - Cinco de Mayo

HRWM's 1st Anniversary - Cinco de Mayo

It was a festive afternoon for sure, as we celebrated HRWM's 1 year anniversary with some delicious Mexican fare provided by Los Compadres.  We had a nice turn out and we couldn't have been happier seeing so many familiar faces as we reminisced over the last 12 months.  There was absolutely no better way to say thank you than with lots of tacos!


For more info on catering/event opportunities from Los Compadres, click below.

Beach Clean-Up with Stand Up To Trash

Beach Clean-Up with Stand Up To Trash

On Sunday, May 7th, we had the opportunity to join forces and partner with Stand Up To Trash, a local non-profit out of Dana Point, in a beach clean up at the San Clemente Pier. It was a beautiful day to get trashy and fight dirty, as the scum on the sand was no match for these ocean warriors. Thanks again to all who joined us and we will see you again next year.


For more info on Stand Up To Trash, click below.

July - 2023

40th Annual CLASS Fund Golf Tournament -- Remembering and Celebrating John Hourian

40th Annual CLASS Fund Golf Tournament -- Remembering and Celebrating John Hourian

On Monday, July 17th, we hit the links at Aliso Viejo Country Club to support the CLASS Fund, an organization that provides scholarships, internships, and fellowships for those who have career aspirations in the Green industry.  This was also a wonderful opportunity to celebrate the life of an architectural landscape legend, our friend, John Hourian.  A great day was had by all, and we even managed to birdie a few holes.  Thanks to all who supported and participated in this event.


For more info on CLASS Fund, click below.

Crafting with Gratitude with Kimberly's Flowers

Crafting with Gratitude with Kimberly's Flowers

On Monday, November 20th, we were joined by a small group of our clients to make Thanksgiving centerpieces during our Crafting with Gratitude event.  For a couple of hours on a beautiful day, we gathered on the HRWM lawn and were led by Melody from Kimberly's Flowers as we put forth our greenest thumb and creative spirits.  Thanks again for all who were involved and we look forward to gathering again next year.