Melissa Desimone's Contact Details

Melissa Desimone's Company Details

Russell Wealth Management

Williamsville, New York, United States • 4 Employees
Financial Services

Russell Wealth Management is an exclusive financial services firm focused on the preparation and investment needs of highly affluent families. David Russell brings together planning professionals and top investment management companies to provide clients with comprehensive financial strategies.Investment PlanningRetirementFinancial ManagementExit Strategy PlanningPortfolio Reviews with Envision® processEstate PlanningIncome Tax PlanningIn an increasingly transactional world, we value building relationships above all. Our focus is on understanding and educating our clients so that your focus can be on living the life you've earned, delighting in your accomplishments and leaving a legacy.Give us a call today for a complimentary analysis of your finances. This includes an investment plan, fee analysis, and performance review. 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.LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Russell Wealth Management and LPL Financial do not offer legal advice or services. Please consult your legal advisor regarding your specific situation.The financial consultants at Russell Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Russell Wealth Management are registered to do business, please visit https://www.russellprivatewealth.com.https://www.finra.org/https://www.sipc.org/