Rabadeau Wealth Group

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Rabadeau Wealth Group

Rabadeau Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC.

Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

05/07/2026

Spring is busy!

Lauren was invited to speak as the "expert advisor" as Raymond James and Lazard hosted "The Expert Advisor Series" at 30 Rockefeller Center in NYC recently.

Lauren shared insights from Rabadeau Wealth Group about our disciplined and scalable investment process and how we use technology to efficient manage and monitor our investment models.

The group of advisors also heard from portfolio managers Sarbjit Nahal and Steve Wreford of Lazard on global thematic opportunities, Rachel Connor and Jessica Conrado from Advisory Consulting and Cory Rodrigue from Raymond James AMS.

Thanks to Raymond James Advisory Consulting and Lazard for hosting an engaging and impactful event!

04/30/2026

Russ and Lauren were recently invited to the Barron's Advisor Teams Summit in Fort Lauderdale . It was a unique meeting where they were able to learn alongside top-performing advisory teams across the industry from multiple firms.

Barron's put together content from portfolio managers and industry experts on topics such as blockchain technology, data centers and how to ensure our teams are working together in the most efficient and effective ways possible.

Photo Credit: LILA PHOTO

01/14/2026

For the third year in a row - I'm proud to share that our team has been named to Forbes' 2026 Best‑in‑State Wealth Management Teams list. This recognition reflects the trust our clients place in us, and we're grateful for the opportunity to continue guiding you toward your goals.

See the full 2026 rankings here: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

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. https://www.raymondjamesconnect.com/a8dQej

11/21/2025

Today Lauren was surprised to learn its the 25th anniversary of passing her Series 7! Celebrate the little things!

08/06/2025

PAYING FOR COLLEGE

2025 brought us a new, much shorter FAFSA form with fewer questions.

This 8 minute, highly informative video explains why we need to be organized and start early when it comes to figuring out funding for college.

https://www.raymondjames.com/your-common-college-admission-questions-answered

06/10/2025

Join Us for a Cybersecurity Webinar! 🔒

Rabadeau Wealth Group, in collaboration with Raymond James, is hosting an exclusive webinar on Cybersecurity Protection. 🛡️

📅 Date: June 12, 2025 🕒 Time: 4:00pm📍 Location: Online

Learn from industry experts about the latest strategies to safeguard your digital assets and protect your financial information. Don't miss this opportunity to enhance your cybersecurity knowledge!

Register Now: link available via email

05/08/2025

It can be hard to be away from home with elementary school aged kids, but the past 3 days spent at the Raymond James Elevate conference were well worth it!

We learned about new ways to leverage Artificial Intelligence, updates to our financial planning tool, some ideas on how to help students get funding for their college education, portfolio management best practices from our home office friends and MUCH more. We even had time for a Rabadeau Wealth Group team dinner (just missing Eric!) to download each other on what we picked up.

We wrapped up the meeting by spending some time putting art kits together for the Boys and Girls Club of Central Florida!

Thankful to everyone who helped make this happen so we can better serve our clients each day.

03/10/2025

We are proud to have been named to Forbes' 2025 list of Best-In-State Wealth Management Teams.

See the full rankings here: https://www.forbes.com/lists/wealth-management-teams-best-in-state/ 2025 Forbes Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info.

01/27/2025

Do you listen to the Talking Heads?

Not the band! The economists, strategists and professors that share their insights on television. People like Dr. Jeremy Siegel.

I always turn up the volume when Dr. Siegel speaks. I find him to be the voice of reason during turbulent times.

His book "Stocks for the Long Run" was one of the first books I read 25 years ago when I started in this business and I plan on revisiting it after hearing from him this past week.

Thank you to WisdomTree and Raymond James for always bringing great content to our meetings!

12/18/2024

Inheriting money can feel overwhelming, especially with all the questions around taxes and retirement accounts.

We’ve helped many families navigate this process, and we’re here for you too. 💼💡

Watch our video and reach out today if you or someone you know needs personalized advice. Just click the link in comments below.

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Address

324 E. Broad Street
Westfield, NJ
07090

Telephone

+19083003012

Website

http://www.rabadeauwealthgroup.com/

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