Events
Upcoming Events
June 19, 2026
2:00p - 4:00p
Boat House Waterfront Dining in Tiverton, RI
Cocktails and Conversation at The Boat House Waterfront Patio in Tiverton, RI
We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay. Absolutely beautiful sunsets! We cannot wait to see you there and please bring a friend if you choose and enjoy the summer afternoon with us!
July 18, 2026
11:00a - 1:00p
Five Marina Plaza, Goat Island - Newport RI
COME SAIL AWAY WITH BWA 2026 - Saturday, July 18th 11am–1pm in Newport, RI
Calling all sailors! Join us aboard the beautiful Schooner Aurora for a relaxing summer sail through Newport Harbor. Enjoy delicious cocktails, light refreshments, snacks, and wonderful company while taking in the scenic coastal views aboard this stunning 101-foot pilot schooner. We love this event and it is also a client favorite, which makes it even more special! The Sail departs from Goat Island, where there is ample and FREE parking. We will be there early to greet you with a delicious beverage and a smile! Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an evening of fun and relaxation!
Past Events
December 4, 2025
6:00p - 9:00p
Ruth's Chris Steakhouse
Holiday Sparkle with BWA - Thursday, December 4th at 6pm - Ruth's Chris Steakhouse in Waltham
Celebrate the Season with Balance Wealth Advisors Join us for an evening of holiday cheer, fine dining, and gratitude as we celebrate the season together. We’re delighted to host our valued clients for a festive night at Ruth’s Chris Steak House in Waltham, Massachusetts, on Thursday, December 4th at 6:00 PM. Come raise a glass with us as we toast to the joy of the holidays, the spirit of the season, and the relationships that make what we do so meaningful—you! It’s our way of saying thank you for your trust and partnership throughout the year. Delicious food, wonderful company, and plenty of holiday sparkle await—but seating is first come, first served and space is limited, so be sure to reserve your spot early!
July 26, 2025
9:00a - 11:00a
Goat Island- Newport, RI at Five Marina Plaza, Goat Island - Newport RI
COME SAIL AWAY WITH BWA 2025 - Newport, RI Saturday, July 26 9am-11am
Calling all Brunch Lovers! Step aboard the Schooner Aurora for a Mimosa Sail and enjoy a relaxing harbor cruise with your favorite brunch beverage. It doesn't get much better for an early morning sail in Newport. The morning cruise is from 9am-11am. We will have refreshments and snacks on board as well. When: Saturday, July 26th 9am - 11am Where: Five Marina Plaza, Goat Island - Newport RI The Sail departs from Goat Island, where there is ample and FREE parking. We will be there early to greet you with a delicious beverage and a smile! Space is Limited, so this is a first come / first serve event Climb aboard the Schooner Aurora, an 101-foot pilot schooner for an evening of fun and relaxation! We are so excited that our Schooner is back in commission as it has been a few years. This is truly one of our favorite events as well as for most of our clients!
June 13, 2025
2:00p - 4:00p
Boat House Waterfront Dining in Tiverton, RI
Cocktails and Conversation at The Boat House Waterfront Patio in Tiverton, RI
We would love to have you join us for a relaxing summer afternoon where you can enjoy some delicious cocktails and hors d'oeuvres from the private outdoor patio that overlooks the foot of Mt. Hope Bay. Absolutely beautiful sunsets! We cannot wait to see you there and please bring a friend if you choose and enjoy the summer afternoon with us!