Skip to content
facebooklinkedinenvelope
  • T: 954.476.1555
  • F: 954.476.1555
For a complimentary consultation
  • Home
  • Meet the Team
    • Meet the Team
    • Ricardo Baptiste
    • Gina Barthelemy
    • Ronna D. Lao
    • Rose-Laure Cenatus
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Individuals & Multi-Generational Families
    • Pre-Retirees
    • Retirees
    • Women Investors
    • Business Owners
    • Corporate Executives
  • Working Together
    • Working Together
    • Our Philosophy
    • Financial Planning Process
    • Investment Philosophy
    • Services
  • Resources
    • Resources
    • Worthwhile
    • Blog
    • Client Access Videos
    • Calculators
  • Upcoming Events
  • Get in Touch
    • Get in Touch
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Plantation, FL-ELT
    8751 West Broward Boulevard Suite 108 Plantation, FL 33324 T: 954.476.1555 F: 954.476.1555
    Map and Directions Map and Directions
Wealth Investment Group logoWealth Investment Group logo
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
  • Media
    • Article
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Read
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity
Financial Advice That Fits Your Life
Wealth Investment Group logoWealth Investment Group logo
  • 8751 West Broward Boulevard Suite 108 Plantation, FL 33324
  • T 954.476.1555
  • F 954.476.1555
  • Map & Directions
  • Map & Directions
facebooklinkedinenvelope

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.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use