Broker Check

877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596

925-472-8300
info@proxyadvisorygroup.com
At the Moment That Matters Most

At the Moment That Matters Most

February 10, 2026

If you’re quietly thinking about succession, liquidity, or what comes next—
this was designed for you.

A discreet experience for advisors evaluating their next chapter.

No booths.
  No pitching.
No panels.

Just real conversations at a pivotal moment.


     Request an Invitation

Contact

Office: 925-472-8300

877 Ygnacio Valley Road

Suite 220

Walnut Creek, CA 94596

info@proxyadvisorygroup.com

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Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member  FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor and through Proxy Freedom LLC, a Registered Investment Advisor. 

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