We contact our clients on a periodic basis and speak with many of them as often as every 30 days.  We strive to cultivate a foundation of trust with our clients, meaning that we believe that it is just as important for us to call you with bad news when the market is down as it is to call you with great news when your account values are rising.  The Russell Wealth Management Group only uses voicemail after normal business hours.  If you call our office Monday through Friday from 7:00 a.m. to 4:00 p.m. Central, someone on the team should be there to assist you in person.


Our mission is to provide you with a:

• High level of communication
  
  
• Dedicated team of financial advisors and office staff
  
  
• Knowledgeable and experienced team to guide you through even the most complex investment planning circumstance
  
  
• Respectful attitude toward your financial goals and unique insights on how to pursue them

Our consultative process involves:

• Completing an overview of your current assets/investments
  
  
• Understanding your key objectives, risk tolerance, investment behavior, and time horizon
  
  
• Presenting our investment proposals and developing strategies that seek to generate wealth over time while mitigating risk to your assets
  
  
• Scheduling an initial face-to-face meeting, video or phone conference to review our proposal and address any of your questions