Marsh Wealth Management Client Events

At Marsh Wealth Management, we want to do more than just provide financial planning, tax help, and other services. We want to get to know you and have a little fun along the way. That’s why we make it a point to offer a variety of great events for our clients on a regular basis.

Client Referral Events

We truly love our clients and we know that the leading way we can continue to grow is to earn the trust of our clients so that they will refer friends. During the year we hold several Client Referral events which give us a great opportunity to get to know our clients’ friends in a fun and relaxed setting. Whether it’s a beach party or a Vegas style Casino Night, these events are always a great time.

Client Appreciation Events

At Marsh Wealth Management, it really is all about our clients. We want to make sure we are taking every opportunity we can to thank them for trusting us with the wealth they have worked so hard to preserve. To show our appreciation, we make it a point to offer social events during the year which include our annual Shred and Breakfast document shredding event, BBQ in the park, trips to the Knoxville Symphony, and more. If you’re a Marsh Wealth client, we hope you’ll join us for the fun!

Due to space limitations, all clients are not invited to every event. We do our best to rotate the invitation lists.