Russell Private Wealth Management

Russell Private Wealth Management is an exclusive financial advisory firm that  is focused on the planning and investment needs of highly affluent families.  We bring together our clients and top investment management companies as well as estate, tax and financial planning professionals to provide  state of the art financial solutions.


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. Affluent families demand a greater level of service, advice and product offerings. Russell Wealth Management provides tax investment planning solutions and financial strategies throughout the country.

Give us a call today for a customized analysis of your finances.  This includes an investment plan, fee analysis and performance review. 

Call Dave Russell at 716-332-7163 or 877-816-8634.

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

 

 
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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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