Investment Management Approach

Russo Wealth Management Group is focused on using our highly specialized skills and proven experience to help our clients develop a financial strategy designed to meet clearly defined goals. A core tenet of our investment approach is the discipline to ensure you stay the course with your long-term investment plan during periods of market declines and growth.

We help clients develop a strategic and tactical portfolio asset allocation designed to minimize risk and maximize potential returns. That’s because a properly allocated portfolio is more likely to participate in long-term market gains while reducing exposure to short-term market volatility.

This includes creating and implementing a custom-tailored investment plan, benchmarking progress towards reaching financial goals, and making necessary adjustments due to changes in a client’s personal situation and/or market conditions. 

Our multi-generational planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.

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 (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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