“Unfortunately, you normally would need a net worth of at least $50 million to get total integration of your investment, tax, retirement, and legacy planning. But then we thought, 'What about everyone else? Don’t they deserve the same advice?'
"So, we built it.”
– Rob Russell, President & CEO
It’s taken you years of hard work to create your wealth. Let us help you protect and grow it with with our unique, trademarked strategy, The Fiscal House™. It helps you discover key areas of your income, tax, investment, or legacy planning that need improvement, then offers a clear, plain-English strategy for getting everything on the right track:
How we’re different
Here’s What Life Will Look Like When You Join Russell Total Wealth & Wellness
When you join our firm, you become a member of our family and can expect an experience unlike one you’ve ever had with a wealth management firm before.
The No. 1 reason people switch financial advisors is because of a lack of communication. That won’t happen with our team because, throughout the year, we host multiple opportunities for you to connect with us, review your financial strategy, learn about topics of interest to you, and feel empowered to make decisions that benefit you and your family.
At Russell, you’ll find us …
Engaging
Entertaining
We enjoy visiting with our clients at social events throughout the year. We love to show our appreciation, recognize new clients, and just have fun together!
Informative
Throughout the year, we host a variety of opportunities for you to connect with us and learn about issues related to wealth and wellness.
Empowering
We’re pleased to offer annual Fiscal House™ reviews, investment email alerts, quarterly portfolio check-ins, and access to our Client Portal.