Gary H. Costarella

Managing Principal

Edward J. Rusnak

Managing Principal

We are independent owners of financial advisory practices who have teamed to provide personalized portfolio strategies that help address the complex demands of today's savers and investors. 

We offer hands-on management of individual client portfolios with a particular emphasis on tax-efficient savings and investment plans.  Developed over a multi-decade period, we utilize a disciplined approach to portfolio management that we believe targets both long-term growth and current income.

Our goal is a simple one: lower volatility and consistent growth adjusted to each client's specific requirements for liquidity, tolerance for risk, and long-term financial objectives. 

We would welcome the opportunity to learn about your personal financial goals and to demonstrate how our capabilities may contribute to your financial success.


Wells Fargo Advisors Financial Network and C & R Capital Management are not legal or tax advisors.
C & R Capital Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, IL, IN, MI, MO, NC, NY, OH, PA, TN, TX, UT, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX