--- title: Locations - Scottsdale, AZ | Investment & Wealth Experience description: Locations - Scottsdale, AZ | Investment & Wealth Experience --- [![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en) - [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale) - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda) - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates) - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers) - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue) - [Partners](https://experience.investmentsandwealth.org/partners) - [Register](https://experience.investmentsandwealth.org/scottsdale-register) - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs) - [Partner with Us](https://experience.investmentsandwealth.org/partnership) [![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en) - [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale) - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda) - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates) - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers) - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue) - [Partners](https://experience.investmentsandwealth.org/partners) - [Register](https://experience.investmentsandwealth.org/scottsdale-register) - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs) - [Partner with Us](https://experience.investmentsandwealth.org/partnership) [Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) [Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) ### Experience # Scottsdale, AZ **November 16—17, 2026 ** Grand Hyatt Scottsdale Resort  7500 E Doubletree Ranch Road  Scottsdale, AZ 85258 [Register ![](https://experience.investmentsandwealth.org/hubfs/IWE_2025/Images/General/link.svg)](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) ## What’s in store ### An Exclusive Gathering of Wealth Management Leaders Over two days, you'll engage in close collaboration with top thought leaders and fellow wealth management professionals—sharing strategies, solving challenges, and gaining fresh perspectives to fuel your growth. Experience a new opportunity to build meaningful connections and elevate your practice alongside the best in the business. [SEcure your spot](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en) ![DSC04835](https://experience.investmentsandwealth.org/hs-fs/hubfs/DSC04835.jpg?width=2000&name=DSC04835.jpg) ### Sessions Led by the Minds Shaping the Future of Wealth Management Every session is designed for CIMA®, CPWA®, and RMA® professionals — covering strategic portfolio construction, HNW/UHNW wealth optimization, and the evolving landscape of retirement planning. With 30+ sessions across three certification tracks, you'll find focused content that applies directly to the clients you serve and the work you do every day.  [VIEW THE AGENDA](https://experience.investmentsandwealth.org/scottsdale-2026-agenda?hsLang=en) ![SaraD REV23](https://experience.investmentsandwealth.org/hs-fs/hubfs/SaraD%20REV23.jpg?width=2000&name=SaraD%20REV23.jpg) ### Who's Taking The Stage Emily Chang, bestselling author and tech industry journalist, and Carl Richards, creator of The Sketch Guy, are among the confirmed speakers for November. Expect a mix of outside voices and deep subject-matter experts — the kind of lineup that gives you something to think about long after you've left Scottsdale. Check out who's been announced so far in our speaker lineup.  [Meet the Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers?hsLang=en) ![Carl Richards](https://experience.investmentsandwealth.org/hs-fs/hubfs/Image20260421111535.jpg?width=2000&name=Image20260421111535.jpg) ### Enjoy the Experience Between the Palm Grove terrace opening reception, a glow ball Closest to the Pin Challenge benefiting certification candidate scholarships, facilitated networking lunches, and an early morning fun run with Institute board members, there's as much happening off the stage as on it. Every gathering is designed to put you in the room with people worth knowing.  [VIEW THE ACTIVITIES](https://experience.investmentsandwealth.org/activities-scottsdale?hsLang=en) ![Networking](https://experience.investmentsandwealth.org/hs-fs/hubfs/DSC04220.jpg?width=2000&name=DSC04220.jpg) ## 400+ Wealth and investment managers in attendance ## $601M Average AUM of attendee ## 30+ Wealth and investment education sessions ## 40+ Industry-leading speakers ![Grand Hyatt Scottsdale Resort](https://experience.investmentsandwealth.org/hs-fs/hubfs/Grand%20Hyatt%20Scottsdale%20Resort.jpg?width=1966&height=1311&name=Grand%20Hyatt%20Scottsdale%20Resort.jpg) ![\_DSC8137A](https://experience.investmentsandwealth.org/hs-fs/hubfs/_DSC8137A.jpg?width=2000&name=_DSC8137A.jpg) ![Image20260421084655](https://experience.investmentsandwealth.org/hs-fs/hubfs/Image20260421084655.jpg?width=2000&name=Image20260421084655.jpg) ![Emma 2 R](https://experience.investmentsandwealth.org/hs-fs/hubfs/Emma%202%20R.jpg?width=2000&name=Emma%202%20R.jpg) ![DSC03541r](https://experience.investmentsandwealth.org/hs-fs/hubfs/DSC03541r.jpg?width=2000&name=DSC03541r.jpg) ![\_DSC8175A](https://experience.investmentsandwealth.org/hs-fs/hubfs/_DSC8175A.jpg?width=2000&name=_DSC8175A.jpg) ![\_DSC8395A](https://experience.investmentsandwealth.org/hs-fs/hubfs/_DSC8395A.jpg?width=2000&name=_DSC8395A.jpg) ![DSC05774](https://experience.investmentsandwealth.org/hs-fs/hubfs/DSC05774.jpg?width=2000&name=DSC05774.jpg) ![conference-attendee](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/conference-attendee.png?width=669&height=352&name=conference-attendee.png) ![DSC04439A](https://experience.investmentsandwealth.org/hs-fs/hubfs/DSC04439A.jpg?width=2000&name=DSC04439A.jpg) ## Win a Trip to Experience 2026! [Learn More](https://experience.investmentsandwealth.org/win-a-trip-to-experience-2026?hsLang=en) ## What Your Colleagues are Saying ![](https://experience.investmentsandwealth.org/hubfs/IWE_2025/Images/Home/quote.svg) #### The Investments & Wealth Institute conferences are an opportunity to hear from industry thought leaders and successful advisors in the community on what they are doing and how they are doing it for the benefit of their clients and practices. Lauris S. Lambergs, CIMA® ![](https://experience.investmentsandwealth.org/hubfs/IWE_2025/Images/Home/quote.svg) #### I come here for the education. What I want to be able to do is walk into that session and walk away going, 'I have something I can implement on behalf of my clients next Tuesday' and that's what I walk away with each and every time. Kevin M. Sánchez, CIMA®, CPWA®, CFP® ![](https://experience.investmentsandwealth.org/hubfs/IWE_2025/Images/Home/quote.svg) #### Attending the Investments & Wealth Institute's annual conference is one of the main ways I keep up with industry and relevant trends that are Occurring. Moe Allain, RMA®, CPWA®, AAMS®, MBA ![](https://experience.investmentsandwealth.org/hubfs/IWE_2025/Images/Home/quote.svg) #### Coming to this conference gives me the tools I need to bring back to my practice to keep it evolving. Noel Pacarro Brown, CIMA®, CPWA® ## Designed for our Members – Open to all Experience is crafted to serve the education needs of our members, with a special focus on portfolio construction, HNW/UHNW wealth, and retirement. However, The Institute welcomes and encourages non-members who wish to advance their advisory knowledge to attend. Premier members get the most out of Experience. Take advantage of exclusive events and meet-and-greets, a VIP lounge, and preferred pricing on your registration. Unlock Member Benefits ## Premier Partnership Opportunities Investments & Wealth Experience isn’t a crowded tradeshow, it’s an event built for meaningful engagement. With limited sponsorships available, your brand gains direct access to advanced wealth management professionals and decision-makers actively seeking solutions. Work with Us ![vendors-experience-1](https://experience.investmentsandwealth.org/hs-fs/hubfs/vendors-experience-1.jpg?width=1200&height=675&name=vendors-experience-1.jpg) ## Our Partners ![Logo](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo.png?width=188&height=36&name=Logo.png) ![Logo1](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo1.png?width=160&height=36&name=Logo1.png) ![Logo2](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo2.png?width=150&height=34&name=Logo2.png) ![Logo3](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo3.png?width=174&height=36&name=Logo3.png) ![Logo4](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo4.png?width=150&height=36&name=Logo4.png) ![Logo5](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Location/Logo5.png?width=188&height=36&name=Logo5.png) ## Still have questions? [Contact Customer Support](https://experience.investmentsandwealth.org/customer-support?hsLang=en) [![experience-wht](https://experience.investmentsandwealth.org/hs-fs/hubfs/content-hub/experience-wht.webp?width=204&height=50&name=experience-wht.webp "experience-wht")](https://experience.investmentsandwealth.org/?hsLang=en) - [Customer Support](https://experience.investmentsandwealth.org/customer-support) - [Partner With Us](https://experience.investmentsandwealth.org/partnership) Copyright © 2026, Investments & Wealth Institute ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://4812204.fs1.hubspotusercontent-na1.net/hubfs/4812204/video_assets/220994761380/inherited/web_optimized.mp4", "dateModified" : "2026-09-03T08:08:00.355Z", "duration" : "PT35.947S", "height" : 1080, "name" : "short-hype-video (1)", "thumbnailUrl" : "https://4812204.fs1.hubspotusercontent-na1.net/hubfs/4812204/short-hype-video%20(1).mp4/medium.jpg", "uploadDate" : "2026-09-03T08:07:53.157Z", "width" : 1920 } ```