Russell Capital Management

At Russell Capital Management, we are dedicated to creating and preserving wealth for our clients. As a Securities and Exchange Commission (SEC) Registered Investment Advisory (RIA) firm, we take pride in being a trusted advisor and financial manager for working and retired professionals, multi-generational families, companies, and charitable foundations. Our mission is to provide personalized financial planning and investment management services, tailored to each client's unique needs and goals.

What We Do

Our skilled team of professionals takes a holistic approach to wealth management, combining financial expertise with a deep understanding of our clients' goals and values. We believe that effective wealth management is not just about growing your assets, but also about protecting them from risk and ensuring that they align with your values and priorities.

Our Business

At Russell Capital Management, we focus on creating and preserving wealth for our clients. We achieve this by providing a range of services, including:

• Trust and Estate Planning: We work closely with our clients to ensure that their estate plans are up-to-date and reflect their current wishes and goals. This includes creating trusts, wills, and other estate planning documents.
• Investment Management: We manage our clients' investment portfolios, using a comprehensive approach that takes into account their risk tolerance, financial goals, and investment preferences.
• Retirement Planning: We help our clients plan for a secure retirement, providing guidance on investing, saving, and managing debt.
• Life Events Planning: We assist our clients in preparing for life's unexpected events, such as the loss of a loved one, divorce, or other significant changes.

Philosophy

At Russell Capital Management, we believe that every client is unique, with their own set of goals, concerns, and values. We take the time to understand our clients' individual needs and create personalized financial plans tailored to their specific circumstances. Our commitment to our clients is unwavering, and we are dedicated to providing exceptional service and guidance throughout their journey.

Our Team

Our team of experienced professionals is passionate about helping our clients achieve their financial goals. With a deep understanding of financial markets, tax laws, and estate planning, we provide expert guidance and strategic advice to ensure our clients' financial well-being.

Conclusion

At Russell Capital Management, we are dedicated to creating and preserving wealth for our clients. We believe that effective wealth management requires a deep understanding of our clients' goals, values, and priorities. Our team of experienced professionals is committed to providing personalized financial planning and investment management services, tailored to each client's unique needs and goals.