A complete list of active advisors currently associated with Russell Wealth Management, LLC

Warmer can help you find a great advisor at Russell Wealth Management, LLC or one who fits your needs even better.

The firm provides customized investment management to high‑net‑worth individuals, retirement and pension plans, trusts, estates, charitable foundations and private corporations, generally with a minimum account size of $250,000. It invests client assets across domestic and international equities, fixed income, mutual funds and ETFs and delivers portfolio management tailored to each client’s objectives. The adviser emphasizes risk‑adjusted returns using fundamental security analysis with a long‑term value orientation, seeking to minimize turnover and be sensitive to tax implications when implementing strategies. Clients may impose reasonable investment restrictions and can grant the firm discretionary trading authority to execute the agreed investment plan. A noteworthy aspect of the firm is that its principal maintains a part‑time legal practice and holds a law degree, an affiliation that is uncommon among independent advisers and is likely relevant to the firm’s work with trusts, estates and private‑company clients. The principal’s prior experience as a head of trading at a financial firm adds a trading background to the firm’s legal and wealth‑management capabilities in a small, bespoke practice.

To learn more about the advisors currently working at Russell Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.