A more personal approach to planning for your future

When it comes to working with a financial advisory team, we believe it’s best when you feel comfortable and understood, and know they are acting in your best interest and looking out for your financial well-being.

At the Wealth Investment Group, we’ll work together with you to help shape the future you envision for yourself and your family. We’ll be by your side every step of the way, looking ahead to approaching life events and keeping you informed and updated at every stage. That’s what being a trusted financial partner is all about – and what you truly deserve.

Addressing financial priorities, from managing and preserving your wealth to leaving a legacy.
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Helping you plan and prepare for the most significant transition in your life.
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Strategizing ways to preserve assets and provide monthly income for retirement.
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Financial guidance specific to women and their unique financial goals, needs and concerns.
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Your trusted guides for more than just managing money

We go above and beyond in helping our clients

Services to address every aspect of your financial life

Experienced. Caring. Professional.

ricardo bapiste

Ricardo Baptiste,

CFP® President, Wealth Investment Group Private Wealth Advisor, RJFS
Gina Barthelemy

Gina

Barthelemy Business Development and Marketing Manager
Ronna Lao

Ronna D.

Lao Financial Services Assistant, RJFS
Rose-Laure Cenatus Bio Image

Rose-Laure

Cenatus Client Service Specialist
We not only help you plan for retirement, but all the financial matters and milestones in your life.
Ricardo Baptiste, CFP® Private Wealth Advisor, RJFS; President, Wealth Investment Group
Sophisticated wealth management
Financial Advice That Fits Your Life

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wealth Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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