Bonnette Wealth Management Group - Stifel

Bonnette Wealth Management Group - Stifel and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.

Richard Bonnette - Senior Vice President/Investments
Eric Bonnette - Senior Vice President/Investments
Breton Bonnette - Senior Vice President/Investments, Senior Portfolio Manager - Solutions Program
Edward Ellis - Financial Advisor
Victoria Bonnette - Client Relationship Manager
Emily Bonnette - Client Relationship Manager
Debra L. Costanzo-Cline - Senior Registered Client Service Associate


Denise Buczko - Client Service Associate
Molly Babcock - Client Service Associate

"After Hours By Appointment Only"
/*********/
Stifel Financial Corp. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aWznzl

Share secure and confidential documents with your Financial Advisor Team, using the Document Sharing portal located with...
06/03/2026

Share secure and confidential documents with your Financial Advisor Team, using the Document Sharing portal located within the Document Center in Stifel Wealth Tracker.

https://livesocial.seismic.com/akkDaF

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
06/02/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/a1Zg0x

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aipSLz

Spring is the season of life transitions! Have you received a bonus from work? Have you been gifted funds from your grad...
05/27/2026

Spring is the season of life transitions! Have you received a bonus from work? Have you been gifted funds from your graduation? Take the next step towards your financial future by calling our team to discuss how to position this cash - (856) 672-4823.

Take a look at this chart on compounding your savings. Even though Katie contributed to her plan for only 10 years and M...
05/26/2026

Take a look at this chart on compounding your savings. Even though Katie contributed to her plan for only 10 years and Matt contributed to his plan for 31 years, Katie's plan is worth $113,000 more than Matt's, all because she started earlier. In fact, Matt contributed $21,000 more to his plan, but Katie's money had a longer time to grow.

The punchline? Starting to save early provides the opportunity for greater rewards tomorrow.

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. ...
05/26/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed.

Contact us today to put your financial plan in place!

05/26/2026

Think saving early doesn't matter? Think again. This video shows how time and compounding can turn small savings into big results—like a snowball rolling downhill. Hit play and see why starting now is your secret weapon!

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/21/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

Address

30 Washington Avenue, Suite C-1
Haddonfield, NJ
08033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+18566724823

Website

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