Why We Are Different
In an increasingly transactional world, we value building relationships above all. Our focus is on understanding and educating our clients so that your focus can be on living the life you've earned, delighting in your accomplishments and leaving a legacy.
Give us a call today for a customized analysis of your finances. This includes an investment plan, fee analysis, and performance review.
This also includes advice on the use of trusts and other estate planning vehicles as well as business succession, stock option planning, and the use of hedging strategies for large blocks of company stock.
Russell Private Wealth Management and Wells Fargo Advisors Financial Network are not tax or legal advisors.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.