LIVE YOUR BEST LIFE

Your journey to better wealth and wellness starts here.

We help good people make great decisions so they can
enjoy an amazing retirement.

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How to retire in
a weekend

So, what are your plans for the weekend? Join our Wealth Advisors, Andie Doller and Curv Miller IV as they take a fictional but typical couple from "Burnt Out" to "I'm Out!"

How to retire in
a weekend

So, what are your plans for the weekend? Join best-selling authors Andie Doller and Curv Miller IV as they take a fictional but typical couple through a weekend in which they explore subjects such as personal motivation, compare projected income and expenses and fill any difference between the two, explore the continued grow of retirement assets as well as consider tax-saving strategies, health care and estate planning.

10 thrifty travel tips for retirees

10 Thrifty Travel Tips
for Retirees

Plan the adventure of a lifetime without breaking the bank. Learn tips for smarter airfare booking, finding hotel deals and managing travel costs with our guide for retirees.

10 Thrifty Travel Tips
for Retirees

Plan the adventure of a lifetime without breaking the bank. Learn tips for smarter airfare booking, finding hotel deals and managing travel costs with our guide for retirees.

LEARNING WAYS TO HELP AVOID COSTLY FINANCIAL MISTAKES MAY BE YOUR BEST INVESTMENT

Join us for an informational dinner event

Feb
19
Will Taxes and the Market Take a Bite Out of Your Retirement? – with Andie Doller and Curv Miller
6:00 pm | Fleming’s Steakhouse
Mar
05
Will Taxes and the Market Take a Bite Out of Your Retirement? – with Andie Doller and Curv Miller
6:00 pm | Cooper’s Hawk Winery & Restaurant
Mar
10
Will Taxes and the Market Take a Bite Out of Your Retirement? – with Andie Doller and Curv Miller
6:00 pm | Cooper’s Hawk Winery & Restaurant
Mar
11
Taxes, Inflation and Market Volatility – with Andrew Hackworth
1:00 pm | Dayton Metro Library – Wilmington-Stroop Branch

"People deserve much more than being put in a box with a price tag on it. Here at Russell Total Wealth and Wellness, it is not our approach to set price tags for a conservative, moderate or an aggressive portfolio. We believe our clients should be treated the same way we would want to be treated."

 

— ANDIE DOLLER

Sr. Wealth Advisor

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Causes We Support

Over $342,000 Given

"Many wealth management firms are tied to foreign banks1 and part of their profits go to the Middle East, Switzerland and China2. At Russell Total Wealth and Wellness, 100% of our profits stay in the USA and a portion is invested back into our community."

 

— ROB RUSSELL
President, CEO, Investment Advisor Representative