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 broad selection of investments, retirement planning strategies, insurance protection, 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, because we have a working relationship with LPL Financial, the largest independent Financial Services Company 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 1996-2006, based on total revenues.
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