Wingett Wealth Management

Wingett Wealth Management 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. Pl

ease follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

05/01/2026

We don't like additional fees if we can avoid them.

And IRMAA Surcharges would be one to avoid.

Brutal if not planned for, and easy to avoid when informed.

04/29/2026

The sweet spot for Roth conversions

04/27/2026

With the Trump accounts rolling out in July. Consider doing roth conversions down the road

The Gym is a special placeIt's a core item in my life and this picture is exactly why17 years since the photo was taken ...
04/22/2026

The Gym is a special place

It's a core item in my life and this picture is exactly why

17 years since the photo was taken and I can't even recognize this kid

Junk food and video games, turned into weights and miles on the track

Granted, puberty helped as well, but it's still fun to look back on.

Cheers to many more workouts 😂💪

AAPL was the first stock I owned. Bought it with my mother's help when I was 14 years oldAverage price we bought in at w...
04/21/2026

AAPL was the first stock I owned. Bought it with my mother's help when I was 14 years old

Average price we bought in at was around $16

It's grown over 1,500% since I put that grass clipping money to work

Of course, the biggest props go to my mother as seeing the iPhone as a game changer

But the best takeaway was seeing the benefit and power of owning individual transformative companies

Mutual Funds, ETF's, they have there place. But there is nothing like owning world class stocks.

If you're looking for more than mutual funds inside your portfolio.

Call or message me

And as Tim Cook steps down as CEO and Ternus takes the position in this AI revolution.

It reminds how far companies can come with the right leadership and management.

And with the right research. The goal is to own them early on to enjoy the ride. https://www.raymondjamesconnect.com/aRXW66

04/02/2026

How do the Ultra Wealthy Avoid Taxes?

By using strategies like this.

04/01/2026

We love to buy Individual Stocks.
It's what we do

Big Picture. There is more to your portfolio than just owning Mutual Funds and ETF's.

If you'd ever like to talk stocks. Call or message me anytime!

03/30/2026

Trying to understand Life Insurance?

Here's a quick rundown on Term vs Whole life.

Here to help with any other questions.

03/20/2026

First Plan I opened up when I started in the business was a SIMPLE IRA.

Easy to open, great for small businesses, and gives your employees a retirement account.

You don't have to reinvent the wheel as a business owner when trying to provide retirement benefits. Start small with the SIMPLE and change plans as you grow out of it.

03/18/2026

If you're a Business Owner. Level up your game.

The Cash Balance Plan

Address

700 Terrace Point Drive
Muskegon, MI
49440

Telephone

+12317225607

Website

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