WE Social

“Be the change that you wish to see in the world.”
– Mahatma Gandhi

Stocks, bonds, IRAs and taxes. All are important and necessary, but we believe there should be a higher purpose. Improving the lives of others is part of our greater purpose. The WealthEngage team is dedicated to helping clients because we find it personally rewarding to do so. We also devote personal time to worthy causes, sometimes as volunteers to help raise funds for a specific purpose, while also serving as leaders on nonprofit boards. Here we will keep you informed as to the successes we have had helping our community, as well as important news about the WealthEngage family. Please enjoy and feel free to share what you are doing to give back.


We're hiring! Client Service Associate

The Client Service Associate works to implement efficient business systems and to provide the highest level of service to our clients, with room for advancement.

Click here to view the full job description


World Cup Kick-off with Friends!

We had an absolute blast kicking off the World Cup at Xixon in Coral Gables where we watched Spain tie Portugal. We co-sponsored the event with Estrella Galicia and partnered with Alumni from IE Business School (Madrid) and ESADE Business School (Barcelona). Like the pictures on our Facebook page and tell us who you're cheering for:

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/pg/WealthEngage-668328116610165/photos/?tab=album&album_id=1546477145461920


Summer Team Dinner

After all the hard work this year we finally made some time to sit down as a team and bring the spouses together for a night of wine and Italian pairings. Followed by a game of Taboo which really tested our mind reading capabilities.

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/668328116610165/photos/
a.716693391773637.1073741828.668328116610165/1556867684422866/?type=3&theater


L.I.V.E.

L.I.V.E. (Lead Innovate Volunteer Empower) that puts together a couple of event per year benefitting local causes. This year, our efforts benefited Live Like Bella and Sebastian Strong, two local charities that raise funds to cure pediatric cancer and help families that are battling this disease. We participated in both the Golf Classic and the Bet on the Future party!

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/pg/WealthEngage-668328116610165/photos/?tab=album&album_id=1562891010487200


Take me out to the ball game…

Every year we join friends and family for opening day at the Marlins. Ian Happ of the Chicago Cubs homered on Jose Urena's very first pitch of the season, but we had fun anyway!

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/pg/WealthEngage-668328116610165/photos/?tab=album&album_id=1571350466307921


Office Warming

Being neighborly, we decided to open our doors to our new office building. Our neighbors enjoyed an afternoon of networking, cocktails and small bites with us. We had a great turnout!

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/pg/WealthEngage-668328116610165/photos/?tab=album&album_id=1562873987155569


Junior Achievement Stock Market Challenge

Throughout the year WealthEngage supports Junior Achievement in many ways. We believe in expanding financial literacy and supporting our local students and teachers. Junior Achievement impacts over 33,000 students a year in Miami Dade. They provide volunteer delivered programs focused on financial literacy, work readiness, and entrepreneurship. Each year we also participate in the Stock Market Challenge. We teach high school students how the stock market works, then students are invited to the Akerman offices in Brickell where they spend the morning in a simulated stock market trading floor fake stock and $1,000,000 paper portfolio! Too much fun.

See a video here (https://animoto.com/play/62zERblVfEsZlr4nbz3yVQ) and pictures from the event here. (https://www.youtube.com/watch?v=6W-NwzPm3I4&feature=youtu.be)


Family Fun Day at The Frost Museum of Science

The first ever WealthEngage event was the 2017 Family Fun Day at the Frost Museum of Science! What better way to introduce a modern financial firm!

Go Like us on Facebook and check out the event pictures: https://www.facebook.com/pg/WealthEngage-668328116610165/photos/?tab=album&album_id=1562879587155009


Wealth Fulfillment The structured planning and process to dynamically pursue your unique objectives. Read More
Investment Management A disciplined approach to prudently growing and preserving wealth and leaving a legacy. Read More
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. 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 our office for information and availability.
© Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy policy
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. WealthEngage is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.