Investing for the Future, Personalized Client Experience
About RSWM
RSWM stands for Russell Sweeney Wealth Management, a premier wealth management firm serving clients in Columbus and Pittsburgh. We believe in building lasting relationships with our clients and providing personalized financial guidance to help them achieve their unique financial goals. With over years of experience in the financial planning industry, we have the expertise and resources to tackle diverse financial situations and offer comprehensive solutions.
Our Process
At RSWM, we take a collaborative and personalized approach to financial planning. We begin by getting to know you, your financial situation, and your individual goals. We then work with you to create a customized plan that aligns with your unique needs and aspirations. Our process includes:
- Comprehensive needs analysis and goal setting
- Review of your current financial situation
- Development of a personalized financial plan
- Implementation of your financial plan
- Ongoing review and adjustments
Tax Planning
Developing and implementing comprehensive tax strategies to minimize taxes on your income, investments, and estate.
Investment Planning
Guiding you in building and managing a diversified portfolio aligned with your financial goals and risk tolerance.
Retirement Planning
Ensuring you have enough income in retirement to maintain your desired lifestyle and achieve your financial security.
Estate Planning
Creating a legally-binding estate plan to distribute your assets and minimize estate taxes.
Insurance Planning
Assessing your need for various insurance coverage to protect your financial security and loved ones.
Our Team
Our team comprises experienced and knowledgeable financial professionals, led by Teresa Russell and Brian Sweeney. We are dedicated to providing personalized attention and proactive guidance throughout the entire financial planning process.
Invest for your future with RSWM.Get in touch with us today to schedule a complimentary consultation and discuss how we can help you achieve your financial goals.
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