The personalized, team approach to safeguarding your future.

 

 

Russell Private Wealth Management is an exclusive financial advisory firm focused on the preparation and investment needs of highly affluent families. David Russell brings together planning professionals and top investment management companies to provide clients with the most comprehensive financial strategies.

 

 

 

Why Russell Private Wealth

We understand that affluent families demand a greater level of service, advice, and product offerings. Russell Private Wealth Management provides multi-tiered financial strategies based on each individual's goals and objectives. Call today for a customized analysis.

 

 

Services

Investment Planning

Would you drive across the country without a road map or a GPS? An investment planner provides you with a life map that helps you navigate your financial future. Learn more.

Retirement

It may be the biggest decision you ever make. It is therefore essential that you plan properly. Do so using the Envision® process. Learn more.

 

Financial Management

Financial Management is the managerial activity that is concerned with the planning and controlling of a family's financial resources. Learn more.

 

 

Exit Strategy Planning

You're turning the page on a significant chapter – what's next? Get advice on how to best maneuver from one endeavor to another. Learn more.

Portfolio Reviews

We have check-ups for our physical health, schedule one for your financial health. We provide a complimentary review your portfolio and prescribe as necessary with the Envision® process. Learn more.

 

Estate Planning Strategies

Take the steps to building a lasting legacy. We assist our clients in customizing estate investment planning for their unique financial situations. Learn more.

 

 

 

         

 Income Tax Planning

Optimize tax savings and prepare for the changing tax and economic climate. Learn more.

 

         

 

 

 

 

Our Team

 

David Russell, 

President & Founder

Dave is the founder and president of Russell Private Wealth Management. With 35+ years of financial experience with premier companies Merrill Lynch and Smith Barney...

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Carolyn Russell, 

Vice President

Carolyn is the Registered Client Associate and Vice President of Russell Private Wealth Management. She comes from an extensive banking background, working 10 years...

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Alex Bencini,

Financial Advisor

Alex is a licensed Financial Advisor with Russell Private Wealth Management. With a  diversified background in forensic accounting and finance, he quickly became a highly contributing asset after obtaining his Series 7...

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Melissa DeSimone,

Client Associate

Melissa is the Client Associate for Russell Private Wealth Management. She joined the firm in April 2018 as a part time team member. In addition to a warm personality, she brings over 15 years of experience in both office administration and  client servicing...

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Read more about David's experience and his skilled, personable team by clicking here.

 

 

 

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.

 

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 professionals