Skip to content
envelope
  • T: 239.768.1490
  • F: 239.768.1935
  • TF: 888.768.1490
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Paul Weinstein
    • Nadine Costello Wilkes
    • Benita Hayden Alstatt
    • Betty Lewis
    • Austin Allen Parker
    • About Raymond James
  • Our Difference
    • Our Difference
    • Our Approach
    • Client Service
    • Working with a CFP
  • Our Clients
    • Our Clients
    • Families
    • Retirees
    • Women
    • Working Professionals
    • 401k Plans
  • Resources
    • Resources
    • Commentary and Insights
    • WorthWhile
    • Longevity Planning
    • HealthPlanOne
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Weinstein Wilkes Financial Group
    13720 6 Mile Cypress Pkwy Ste 1 Fort Myers, FL 33912-4425 T: 239.768.1490 F: 239.768.1935 TF: 888.768.1490
    Map and Directions Map and Directions
Weinstein Wilkes Financial GroupWeinstein Wilkes Financial Group
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
  • Media
    • Article
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Read
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity
say hello
Weinstein Wilkes Financial GroupWeinstein Wilkes Financial Group
  • 13720 6 Mile Cypress Pkwy Ste 1 Fort Myers, FL 33912-4425
  • T: 239.768.1490
  • F: 239.768.1935
  • TF: 888.768.1490
  • Map & Directions
  • Map & Directions
envelope

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2018 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC   |   Privacy Policy   |   Terms of Use

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Weinstein Wilkes Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.