Stifel | Bonnette Wealth Management Group

At Bonnette Wealth Management Group, we believe in building strong, lasting relationships with our clients. We are a team of experienced financial advisors dedicated to providing personalized, comprehensive wealth management solutions that cater to your unique goals and aspirations.

Our Philosophy

We operate under the philosophy that a well-developed financial plan is the cornerstone of success. We take the time to understand your individual needs, aspirations, and risk tolerance to create a tailored plan that aligns with your unique vision for the future.

Meet the Team

Our team comprises four dedicated professionals with over 75 years of combined industry experience. We are passionate about providing personalized guidance, empowering you to make informed financial decisions.

What We Offer

• Discretionary Portfolio Management: We take a proactive approach to risk management and offer personalized investment strategies to help you achieve your financial goals.
• Personalized Financial Planning: We work with you to create a detailed roadmap for achieving your financial goals, including retirement planning, estate planning, and wealth preservation.
• Tax Optimization Strategies: We leverage our expertise to find ways to minimize your tax burden and maximize your returns.
• Comprehensive Wealth Management: We offer a comprehensive range of services to meet your every financial need, from investment management to estate planning and retirement planning.

Our Approach

We believe in a collaborative approach to wealth management, involving you every step of the way. We work closely with you to:

• Understand your financial goals and aspirations
• Assess your current financial situation
• Develop a tailored financial plan
• Implement your plan and track your progress
• Regularly review and adjust your plan to ensure it remains relevant and effective.

Join us on your journey to financial success!