Financial Management

 

 

Contact: (716) 332-7164

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

Good personal financial management seeks to provide families with a lifetime of income, prevent financial crisis and give the comfort of knowing your heirs will be taken care of with a strong legacy. We feel strong financial management is especially important for retirement planning.

At Russell Private Wealth Management, we assist our clients with in-depth investment planning; investment allocation, investment management, monitoring of investment performance, annual spending reviews and legacy planning.  We look at your entire financial picture to provide our clients with the advice and education to help ensure your assets last a lifetime.

 

 


 

Contact Russell Private Wealth Management for Advisors for Affluent Investors in Buffalo and the surrounding areas.

 

Lancaster                     Elma                      East Aurora         Orchard Park        Hamburg               Lakeview             
Blasdell Amherst Clarence Williamsville East Amherst Grand Island
West Seneca Cheektowaga Depew Buffalo Tonawanda Kenmore
North Tonawanda Wheatfield Niagara Falls Lewiston Youngstown Lockport

 

 

 

 

 

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

 

 

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