Beyond the Portfolio: Designing Wealth That Endures
July 30, 2026 | 5:00–7:00 PM
LIV Sotheby's International Realty
Beyond the Portfolio: Designing Wealth That Endures
As your success evolves, so should your financial strategy.
Your financial life is more complex than a portfolio—and your strategy should reflect that.
We invite you to an intimate, interactive, and thoughtfully curated event focused on designing customized investment solutions that go beyond performance—integrating protection, tax efficiency, and legacy planning (everything we put off until it’s too late).
Join us for a conversation on aligning your wealth strategy with your business success, safeguarding what you’ve built, and creating a meaningful, lasting impact. We promise not to bore you to sleep, lets make this an exciting conversation with real life examples.
Discover how working with a Private Bank can bring clarity, coordination, and confidence to your financial life—helping you grow, protect, and transition wealth with intention.
Leave informed, focused, and ready to act!
What We'll Explore
Designing an investment strategy that aligns with your goals and stage of life
Building wealth beyond portfolio performance
Tax-efficient planning strategies
Protecting what you've built through risk management and insurance considerations
Legacy planning, beneficiaries, trusts, and wealth transfer
Navigating financial decisions during major life and business transitions
Creating a coordinated financial strategy that supports both your present and future
What to Expect
An intimate gathering of ambitious, growth-minded women
Interactive conversation and real-life scenarios
Thoughtful guidance from Huntington Private Bank professionals
Open Q&A and peer discussion
Light bites from our partners My Fit Foods & beverages from our partner Gruvi
Actionable insights you can apply immediately
Meet the Speakers
Oyuky Meza
Wealth and Investment Portfolio Manager
As a first-generation Latina who built her career without a financial legacy to inherit, Oyuky understands both the responsibility and pride that come with creating wealth. With 15 years of banking experience and an MBA, she helps clients protect, grow, and strengthen their wealth through personalized strategies that evolve alongside their goals. Her approach combines technical expertise with genuine care, helping clients build meaningful legacies with confidence.
Gabby Wilcox
Wealth and Investment Advisor
With nearly a decade of experience in the financial industry, Gabby is passionate about helping clients navigate financial decisions with clarity and confidence. She believes every financial journey is unique and takes time to understand each client's goals, questions, and circumstances. Whether discussing budgeting, insurance, family dynamics, or long-term planning, Gabby serves as a trusted partner dedicated to helping clients feel informed, supported, and empowered.
Who Should Attend
This conversation is ideal for women who are:
Growing their careers, businesses, or investments
Looking to make more intentional financial decisions
Interested in building long-term wealth and legacy
Seeking a trusted community where financial conversations feel approachable and empowering
You'll leave informed, focused, and ready to take the next step in designing a wealth strategy that supports the life you're building.
Beyond the Portfolio: Designing Wealth That Endures
July 30, 2026 | 5:00–7:00 PM
LIV Sotheby's International Realty
Beyond the Portfolio: Designing Wealth That Endures
As your success evolves, so should your financial strategy.
Your financial life is more complex than a portfolio—and your strategy should reflect that.
We invite you to an intimate, interactive, and thoughtfully curated event focused on designing customized investment solutions that go beyond performance—integrating protection, tax efficiency, and legacy planning (everything we put off until it’s too late).
Join us for a conversation on aligning your wealth strategy with your business success, safeguarding what you’ve built, and creating a meaningful, lasting impact. We promise not to bore you to sleep, lets make this an exciting conversation with real life examples.
Discover how working with a Private Bank can bring clarity, coordination, and confidence to your financial life—helping you grow, protect, and transition wealth with intention.
Leave informed, focused, and ready to act!
What We'll Explore
Designing an investment strategy that aligns with your goals and stage of life
Building wealth beyond portfolio performance
Tax-efficient planning strategies
Protecting what you've built through risk management and insurance considerations
Legacy planning, beneficiaries, trusts, and wealth transfer
Navigating financial decisions during major life and business transitions
Creating a coordinated financial strategy that supports both your present and future
What to Expect
An intimate gathering of ambitious, growth-minded women
Interactive conversation and real-life scenarios
Thoughtful guidance from Huntington Private Bank professionals
Open Q&A and peer discussion
Light bites from our partners My Fit Foods & beverages from our partner Gruvi
Actionable insights you can apply immediately
Meet the Speakers
Oyuky Meza
Wealth and Investment Portfolio Manager
As a first-generation Latina who built her career without a financial legacy to inherit, Oyuky understands both the responsibility and pride that come with creating wealth. With 15 years of banking experience and an MBA, she helps clients protect, grow, and strengthen their wealth through personalized strategies that evolve alongside their goals. Her approach combines technical expertise with genuine care, helping clients build meaningful legacies with confidence.
Gabby Wilcox
Wealth and Investment Advisor
With nearly a decade of experience in the financial industry, Gabby is passionate about helping clients navigate financial decisions with clarity and confidence. She believes every financial journey is unique and takes time to understand each client's goals, questions, and circumstances. Whether discussing budgeting, insurance, family dynamics, or long-term planning, Gabby serves as a trusted partner dedicated to helping clients feel informed, supported, and empowered.
Who Should Attend
This conversation is ideal for women who are:
Growing their careers, businesses, or investments
Looking to make more intentional financial decisions
Interested in building long-term wealth and legacy
Seeking a trusted community where financial conversations feel approachable and empowering
You'll leave informed, focused, and ready to take the next step in designing a wealth strategy that supports the life you're building.
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