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After Your Initial
On-Track Retirement Review

meet your financial guides

Learn about your team who’s there to help you live your best life.

Get to Know Your Wealth and Wellness Team

meet your financial guides

Get answers to your questions, learn ways to help better protect your retirement, and learn which strategies can help achieve your goals.

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  • Wealth Services
  • Our Process
  • Our Team
  • Referral Program
  • Strategic Partners
  • Resources
  • Contact Us

Phone: 937.320.4733
Toll Free: 800.392.4378
Fax: 937.320.4734
Email: RTWW@TotalWealthAdvice.com

One Russell Place
Dayton, OH 45409
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Insurance products are offered through the insurance business Russell Total Wealth and Wellness. Russell Total Wealth and Wellness is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Russell Total Wealth and Wellness are not subject to Investment Advisor requirements. 2230774 - 3/24

Insurance products are offered through the insurance business Russell Total Wealth and Wellness. Russell Total Wealth and Wellness is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Russell Total Wealth and Wellness are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 2230774 - 3/24

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1https://www.emarketer.com/insights/largest-banks-us-list/
2https://www.cnbc.com/2023/06/02/why-wealthy-americans-love-ubs-the-secretive-swiss-banking-giant.html

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