Experience
Scottsdale, AZ
Connect, learn, and collaborate with elite wealth and investment managers —gain fresh insights, forge powerful partnerships, and leave energized to elevate your practice. This is your experience.
November 16-17, 2026
Grand Hyatt Scottsdale Resort
7500 E Doubletree Ranch Road
Scottsdale, AZ 85258
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.
Sessions Led by the Minds Shaping the Future of Wealth Management
Immerse yourself in expert-led sessions crafted exclusively for CIMA®, CPWA®, and RMA® professionals—delving into strategic portfolio construction, HNW/UHNW wealth optimization, and the evolving landscape of retirement planning.
Enjoy the Experience
Framed by the stunning desert beauty of Scottsdale, Experience combines refined luxury with a spirit of innovation—delivering more than knowledge, but a memorable escape. Soak in elegant receptions and carefully curated gatherings, every moment is crafted to inspire, indulge, and connect you with a community of driven, like-minded professionals.
What Your Colleagues are Saying
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®
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®
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
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®
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.
Our Partners
