Our Firm

Gary Russell started in the financial service business in 1980 and founded Russell Wealth Management so that he could offer his clients high quality, personalized investment advice.  Today, Russell Wealth Management can offer a access to a broad selection of investments and insurance products, retirement planning strategies, and estate planning strategies.

Russell Wealth Management provides the objective advice and personalized attention that you should expect from a smaller, independent firm.  Our clients also receive the benefits of working with a major firm, as we have a working relationship with LPL Financial, the largest independent broker/dealer in the United States.*

Our mission is to help create, manage, and preserve the wealth of our clients.  We provide quality service, to work with you as your trusted adviser, and to use our knowledge and expertise to create value.  We cultivate relationships based on trust and long term perspective.

*As reported in Financial Planning Magazine, June 1996-2011, based on total revenues.