Key takeaways

Two years after our last firm social gathering, in September we took a half-day adventure to the ONEHOPE Winery in Napa Valley. With so many new faces here, it was great to break out of the office/virtual world and enjoy each other’s company.  

The ONEHOPE Winery sits in the heart of the famous Rutherford Bench along Route 29. It opened just a few months ago so everything was new and immaculate. Our day included cornhole, a trivia and Family Feud competition, a winery tour, a farm-to-table dinner, and of course lots of winetasting.

ONEHOPE donates proceeds from every bottle of wine it sells to a cause, including breast cancer, schools, and building wells.

Burton Enright Welch is an independent, fee-only financial planning and investment management firm based out of Walnut Creek, California.