There's a difference between investing and total wealth management.
At Russell Total Wealth Management we help you integrate your tax, estate, and
investment strategy into one cohesive plan that is custom designed for you. Our
roots stretch back to 1972 when we focused primarily on tax strategies for
individual clients and businesses. Over the years, through technology and
innovation, we've been able to develop wealth management strategies to our
clients that were previously only available to institutional ("Smart Money")
Our goal, has been and always will be, to change clients for the better and drive
innovation through our trademarked processes. We host a weekly radio show on
WHIO "Total Wealth Radio", we've authored a best-selling book, our story has
been featured nationally on the BIO channel, and our advice has been featured in
over 60 countries around the world on CNBC, FOXBusiness, Forbes, Kiplinger,
and The Wall Street Journal.
|Firm Start Year:||2003|
|States Licensed in:||OH|
|Number of Years with Current Firm:||15|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Long Term Care , Life|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee|
|Fee % Based on Assets:||Tiered|
Rob Russell offers advisory services through Centum Capital Advisors, LLC. Russell Total Wealth Management offers Securities through Kalos Capital, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Kalos Management, Inc. 11525 Park Woods Circle, Alpharetta, GA 30005 (888) 356-1950. Russell Total Wealth Management is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.
Robert (Rob) Russell is the President and co-founder of Russell Total Wealth Management. He lives to drive innovation in the investing world and absolutely loves to help clients create a plan that allows them to retire on "their terms." Rob is obsessive about creating a culture that his employees to be part of and a client experience second to none.
7 Interesting Facts About Rob:
Reagan, Robs youngest child, was named after President Ronald Reagan.
Rob cared for his grandparents, Alice and Walter, full-time after graduating high school before entering college at Wright State University.
Rob's life story and company roots have been featured on TV nationally on the BIO Channel.
Originally, Rob was going to school to become a radiologist, but ended up falling in love with business at Wright State University.
Rob loves to cook, enjoys wine, traveling with his family (especially to Disney and the Caribbean), and exercise&and hes trying to learn how to ride a unicycle.
After writing his best-selling book, Retirement Held Hostage, Rob was offered a contract with Forbes to write a financial column that challenges the status quo about retirement planning. His articles have been read by over 500,000 people.
Robs ideas and perspectives on the markets have appeared on CNBC and Fox Business which are televised in over 65 countries.
Financial Advice & Consulting
We coach clients to and through retirement. There's a large difference between making money and managing wealth. As a Total Wealth Management firm we focus on building a plan that is tax-efficient, risk- managed, and is designed to provide ever-lasting income in retirement. We work with estate planning attorney's to create/maintain a bullet-proof legacy plan and have an in-house tax planning firm.
We believe that every portfolio plan should be as unique as the individual it is designed for. No cookie cutter plans here! We believe in holistic planning that accounts for changing tax rates, volatile markets, and your dreams for the future.
|New Carlisle||New Lebanon|
|South Charleston||South Vienna|
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||9:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 12:00 PM|