At Dean Roland Russell, we take an integrated approach to wealth management. We begin by listening attentively to learn what is most important to you. We then guide you through strategic decision making based upon your personal goals, family dynamics, and charitable legacies.
The investment portfolio we built for you is well-diversified and designed to maximize after-fee, after-tax, risk-adjusted returns. We focus on the elements of wealth management that are controllable such as asset allocation and location, market efficiency, costs, and taxation. We then continually monitor your portfolio and make changes as needed to respond to market movement and changes in your personal life affecting your financial plan.
We believe advice is best given when having full knowledge of your complete financial picture. Our clients rely upon us for matters ranging from the routine to the extraordinary. No challenge is too great for us.
We invite you to learn more about our wealth management services.