The Company We Keep What makes a community? For some it's a shared place, for others a shared purpose, and for many it's simply the people who keep showing up. As summer gives way to fall, we've been thinking about how much of what we build, in life and in planning, depends on the company we keep. This month we spent time with clients and friends across two of our communities. We share a recap of our second annual Legacy Cup at Oakley Country Club, a day of golf, conversation and friendly competition. We also look back on a focused evening of Wine & Wealth at our Portsmouth office, where our advisors paired three wines with three chapters of a financial life. And with the school year underway, Jim Bode sits down with the college advisor who once guided him, to talk about why college planning starts earlier than most families expect. As you settle into the rhythm of fall, we hope these stories remind you of the people who make the journey meaningful.
