DiVestea Wealth Partners of Raymond James

06/25/2026

Are you looking for ways to share your wealth with loved ones while minimizing taxes? In this video, I break down the ins and outs of strategic gifting and how you can maximize your tax benefits.

I'll explain the rules around the $19,000 annual tax-free gift limit per person, but more importantly, I'll delve into a powerful strategy that many overlook: Your lifetime Unified Credit. Learn how you can potentially give up to $15 million in your lifetime without triggering gift taxes! https://www.raymondjamesconnect.com/a4A0PV

06/09/2026

47%… That's how many financial questions the average American got right in 2026.

The TIAA Institute just released its annual financial literacy index, and it's the lowest result in 10 years.

My goal is always to teach to my clients how they can reach their financial goal with a personalized plan.

Read the full report below:

www.tiaa.org

04/30/2026

What happens to your home and assets if you or a loved one needs to move into a nursing home? In this segment of our video series, Joe discusses proactive strategies for elder care planning. https://www.raymondjamesconnect.com/a_S1gf

02/04/2026

Many clients ask us: "What happens to the money in my 529 plan if my child gets a scholarship or chooses a different path?"

Based on this question, we put together a quick video to tell you about the 529 plan and some common misconceptions. https://www.raymondjamesconnect.com/a6roAv

01/12/2026

We're honored to be recognized at #43 in the State of Connecticut on the 2026 Forbes Best-in-State Wealth Management Teams list!

This recognition is a testament to our amazing team and, most importantly, the trust our clients place in us every day. We're grateful for the opportunity to serve you as you plan for the future.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

With the knowledge that comes from more than 33 years of experience in the financial services industry, Joe helps investors navigate the myriad of available investment options with unparalleled service and personal commitment. From financial planning to comprehensive portfolio management, Joe’s re...

12/16/2025

I'm proud to be featured in this year's Community Foundations of the Hudson Valley Annual Report.

Giving back to Putnam County and the Hudson Valley has always been important to me, and helping clients support the causes they care about, through thoughtful, strategic charitable giving, is one of the most meaningful parts of what I do. I'm grateful to CFHV for the work they do every day to strengthen our local nonprofits and communities. https://www.raymondjamesconnect.com/aqgk-_

12/04/2025

I'm pleased to share that I've earned the Accredited Behavioral Finance Professional™ (ABFP®) designation from the College for Financial Planning. This designation focuses on behavioral finance and the impact of emotions and biases on financial decisions, enabling me to better serve clients as they navigate important financial decisions.

11/25/2025

Over the weekend, Corrinne and I had the opportunity to participate in the annual Turkey Pardoning event at the Lounsbury House here in Ridgefield, where we both volunteer regularly.

It's always inspiring to support local traditions and stay connected with the community we're proud to be a part of.

Here's a photo of us with this year's turkey, Wishbone!

11/19/2025

Aging independently: As more people approach the future as solo acts, how can planning ensure they make the most of it?

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