Our Sponsors

Here you will find a listing of the Club’s sponsors, and other club members' businesses. For details on sponsorship opportunities, click here.

To promote your own business or provide a discount, contact us.


 

AssetGrade

Pat Cote, WG'97

AssetGrade is a fee-only Registered Investment Advisor that provides financial planning and investment management for individuals and businesses. We specialize in HENRYs (High Earners, Not Rich Yet), with an emphasis on tax-efficient means of investing and building wealth. Wharton alumni comprise about 1/3 of our client base.

Pat Cote, WG'97
(617) 933-7257
Founding Partner at AssetGrade
Patrick.Cote@assetgrade.com
www.assetgrade.com


 

Vistage

Craig James, WG'83

Vistage is the world’s leading peer advisory group (private advisory board) membership organization for CEOs and business owners, with 20,000 members in 16 countries (and enough alumni to fill Gillette Stadium twice). These executives joined in order to help each other make better decisions, become better leaders, achieve better results, and enhance their personal lives by getting straight-shooting, agenda-free feedback and advice on decisions they face, and challenges they wrestling with.

If you’re interested in exploring membership in one of our 22 (soon to be 23) New England groups, drop me a line.

Craig James, WG'83
781-269-5690
Craig.James.wh83@wharton.upenn.edu
www.vistage.com


 

KaBloom

Amit Gupta, WG'04

Stop by and Smell the Roses
10% off your next purchase!

Valid on Kabloom.com or any store location on items $19.99 or greater. Use code WHARTON10 at checkout. Not valid in conjuction with other offers.

Amit Gupta, WG'04
www.KaBloom.com
1-800-KaBloom


 

Help Around Town

Reem Yared, WG'93

How do you promote a business? Service? Event? Fundraiser?

Use a HelpAroundTown ad to get the word out locally, flexibly & affordably.
Create your own ad – control the content & graphics
Edit your ad 24/7: Test marketing copy and graphics; Offer specials
Your user-generated content => good SEO + no ad blockage
Get one free month of advertising as Wharton Club of Boston members!

Create your ad, save it, and email the link to Founder@HelpAroundTown.com. See http://www.helparoundtown.com/why_advertise for instructions on how to create an ad.

Reem Yared, WG'93
Founder@HelpAroundTown.com
www.helparoundtown.com