Investment Planning

Would you drive across the country without a road map or a GPS?

An Investment Plan provides you with a life map that helps you navigate your financial future. Our Envision® process looks at your income, asset allocation, current and future spending needs, and assists you in planning for that uncertain future.

At Russell Private Wealth Management, we bring together our clients with nationally recognized money management companies as well as mutual funds, annuities, taxable and tax-advantaged bonds.

Our investments process links you to a money management system that is tailored to your financial needs and risk tolerance.



Independent money management may not be suitable for all investors.

Contact Russell Private Wealth Management for Advisors for Affluent Investors in Buffalo and the surrounding areas.
Lancaster

Blasdell

West Seneca

North Tonawanda

Elma

Amherst
Cheektowaga

Wheatfield

East Aurora

Clarence

Depew

Niagara Falls
Orchard Park 

Williamsville

Buffalo

Lewiston

Hamberg

East Amherst
Russell Private Wealth Management and Wells Fargo Advisors Financial Network are not tax or legal advisors.