Joe Bonnett has been serving clients since 1991. Recently, Bonnett Financial Services changed its name to Bonnett Wealth Management, which better reflects our personalized and responsive service to wealthy clients. 

OUR MISSION

• Address their family’s needs and wants.
• Assess their risk tolerance.
• Identify their short-term and long-term goals.
• Develop a Wealth Management Plan based upon this information.

OUR VALUES

• Our allegiance is our clients, and not to any financial products brand or financial services company.
• We are an independent firm, and we’ll keep it that way. We’re committed to enriching our clients by delivering a full range of wealth management services through hard work and the can-do spirit.

OUR APPROACH

• We use a consultative approach.
• We take each client through an extensive discovery process in order to identify their unique situation and customize a plan for them.
• Click on Our Process to learn more.