Stifel | Bonnette Wealth Management Group

Our multi-generational team is nine people strong and continues to grow so that we can address every need and goal with the time and attention that each client deserves. As a team, our mission is to provide concierge-level service and sound investment guidance. For more than 30 years, Rick has gained invaluable financial experience and the loyalty of client families he feels privileged to serve.

We believe that two rules should guide every investment decision. First, if you don't understand it, don't do it. Second, don't hand over control of your investments to anyone. Our team is here to educate you about the investment process and guide you toward your financial goals. We believe that any investment too complicated to be explained is too risky to be considered.

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

Across our industry, technology and outsourcing are replacing personal service. But as a team, we are committed to providing one-on-one attention. We stay connected with clients through meetings, by phone, and by leveraging the latest technology (educational webinars and WebEx). Clients need to stay updated on changing market conditions, what they own, and why.

Like many of our clients, the Bonnette Wealth Management Group is multigenerational. The different ages of our team members put us in a better position to relate to our clients, their grown children, and elderly parents. Whether we meet with families to address a special situation, or celebrate with them at a special occasion, we see each client in a broader context.