Talk to our gifting team

Let's build your gifting program.

Tell us a little about your book. Our team will reach out within one business day.

Eager? Try calling us now.

No spam, ever. We'll only use this to talk gifting.

Grow the wealth.
Keep the family
for generations.

For financial advisors, wealth managers, and the centers of influence who fill their book. Premium cookies baked at altitude in Aspen, delivered warm, and remembered long after the plan is signed.

Stays under the $100 limit · Ships to all 50 states · Personalized notes on every box

Ships to all 50 states via FedEx
Warm local delivery, 2–7pm daily
Stays under the $100 FINRA limit
Per-recipient annual gift tracking

Three moments that earn the next referral.

From the day the plan is signed to the CPA who keeps sending you households — a warm box says thank you better than a bottle of wine ever could.

Per-client

The onboarding gift

A new household just trusted you with their life's work. A warm box the week the account funds turns a signature into a relationship, and a story they tell at the next dinner party.

Recurring

Your centers of influence

CPAs, estate attorneys, business brokers, past clients. Stay top-of-mind with the people who send you your best households, with a curated box that lands all season long.

Year-round

Milestones & the next generation

The retirement, the liquidity event, the annual review, the heirs you want to keep. Small, well-timed touches that carry the relationship to the people who'll inherit it.

Three ways advisors send Après.

Start with a single onboarding box or stand up a year-round program. Every tier is built to fit your firm's gift policy and stay under the cap.

The Onboarding Box

One warm box, the week the account funds.

Per-client gifting for the moment a household becomes yours: no commitment, no minimum.

  • The Peak Pack: 6 cookies, choose flavors
  • Personalized note from you
  • Warm local delivery or ships nationwide
Book a call
Firm & Events

Client events and holiday sends, at scale.

Bulk gifting for the whole practice, co-branded and handled for you.

  • Volume pricing on large sends
  • Co-branded packaging available
  • Dedicated rep + white-glove fulfillment
Book a call

Premium gifts that stay under the $100 limit.

FINRA Rule 3220 caps gifts at $100 per person, per year. We built corporate Après to live comfortably under that line and to give your compliance team the paper trail to prove it.

  • Boxes priced to stay well within the $100 per-person annual limit
  • Per-recipient annual tracking so no one tips over the cap
  • Itemized receipts and an exportable gift log for every order
  • No cash value, no gift cards, just cookies
Annual gift log Daniel Reyes · CPA · 2026
Under cap
Mar — The Peak Pack (6)$32.00
Sep — The Peak Pack (6)$32.00
Dec — The Peak Pack (6)$32.00
YTD total $96.00
$4.00 under the $100 FINRA per-person limit
What's in the box

Premium enough for your highest-net-worth clients.

Premium ingredients
French flour, European grass-fed butter. Never seed oils or corn syrup.
Hand-mixed dough
Crafted by hand, made to order — 6 oz cookies with texture you can feel.
Baked at altitude
Thin Aspen air for deeper caramelization, texture, and flavor.
Talk to our gifting team

Let's build your gifting program.

Tell us a little about your book and your COIs. Our team will reach out within one business day. There's no minimum to start the conversation.

  • A 20-minute call, not a sales pitch
  • A sample box sent to your office
  • A program that stays under your gift cap

No spam, ever. We'll only use this to talk gifting.

Questions, answered.

Will this stay within FINRA gift limits?
FINRA Rule 3220 caps gifts at $100 per person per year. Our boxes are priced to sit comfortably under that line, and we track every send per recipient so no one tips over the cap — with an itemized receipt and exportable gift log on every order. FINRA, SEC, and firm rules vary, so we'll work with your compliance team to keep sends inside your policy.
Can you put our firm's branding on the box or note?
Yes. Add a personalized, on-brand note to every box, and ask us about co-branded packaging for client events and holiday sends.
Do you ship nationwide?
We ship 6 oz warm gourmet cookies to all 50 states via FedEx, baked fresh in Aspen the day they go out. Local warm delivery runs 2–7pm daily across Aspen and Snowmass.
Is there a minimum order?
No minimum to start the conversation or to send a single onboarding box. Recurring COI programs and bulk firm sends unlock volume pricing.
How does the per-recipient annual tracking work?
We keep a running annual total of what each client or COI has received, so you and your compliance team can see at a glance who's near the $100 cap before the next box goes out. The log exports cleanly for your gift register.