Russell Wealth Management

Russell Wealth Management is an exclusive financial services firm focused on the preparation and investment needs of highly affluent families. David Russell brings together planning professionals and top investment management companies to provide clients with comprehensive financial strategies. Investment Planning Retirement Financial Management Exit Strategy Planning Portfolio Reviews with Envision? process Estate Planning Income Tax Planning In an increasingly transactional world, we value building relationships above all. Our focus is on understanding and educating our clients so that your focus can be on living the life you’ve earned, delighting in your accomplishments and leaving a legacy. Give us a call today for a complimentary analysis of your finances. This includes an investment plan, fee analysis, and performance review. This also includes advice on the use of trusts and other estate planning vehicles as well as business succession, stock option planning, and the use of hedging strategies for large blocks of company stock. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Russell Wealth Management and LPL Financial do not offer legal advice or services. Please consult your legal advisor regarding your specific situation. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with Russell Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

网站

https://www.russellprivatewealth.com/

Russell Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Williamsville，New York

类型

私人持股

创立

2009

领域

Retirement、Portfolio Reviews、Income Tax Planning、Financial Management、Estate Planning、Stock Options、Trusts和Business Succession