Our Approach
New Clients
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 guidance and developing strategies that seek to generate wealth over time while mitigating risk
- Scheduling an initial face-to-face meeting or conference call to review our guidance and answer any of your questions
Existing Clients
Your needs are important to us, regardless of the dollar amount you have invested with our team. We like to do at least one face-to-face meeting or detailed conference call per year with our clients. If we can’t meet in person, we will do a detailed phone conference instead.Each annual meeting consists of a detailed review of the following:
- Accounts Performance
- Asset Allocation
- Current Holdings
- Recommendations for Changes in Strategy (if necessary)
Each interaction gives you an opportunity to ask us questions and let us know of any changes in your status as well. We always welcome and encourage questions from our clients, whether during one of our meetings or any other time by phone or e-mail!
Our Pledge
Our team-oriented structure and focused approach seeks to provide you with confidence that your complex needs will be promptly addressed in the most appropriate manner.
Our high-touch service model is an important reason why clients appreciate us and have continued to refer their families to the Russell Wealth Management Group. 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 4:30 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 open communication
- A caring team of financial advisors and office staff
- Knowledge and experience to guide you through any investment planning circumstance
- Respect for your financial goals and guidance on how to pursue them