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We believe in our clients' dreams,
and that can make all the difference.


About

Our Firm

  • Our Story
  • Working Together
  • Second Opinion Service

As I look back, I have come to realize that it was during my early teenage years that I learned how life may not be what you plan.   As the middle child of five and after my father's early death, I watched my mother juggle her schedule to raise our family, all while working multiple jobs to support us.  These early experiences taught me that life can be very unpredictable.  This was the prism through which I discovered the importance of financial well-being, as well as the foundation for my desire to help others secure their financial futures. 

Fast forward 35 years and you will find the business that I started has grown to include two of my sons, Adam and Andrew, working to help families deal with the uncertainties and opportunities of today and plan for the uncertainties and opportunities of the future. 

This lifetime career of working with families has taught me that regardless of where we started in life, we share similar goals... enjoy life today, prepare for an unpredictable tomorrow, and provide for our families as efficiently and effectively as possible. 

-Gary Russell

Keys to a Successful Relationship: What You Can Expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:

  • treat you with respect, honesty and dignity.
  • act as your agent, putting your interests first.
  • strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame.
  • propose strategies customized to your situation.
  • explain the implications of the strategies we propose.
  • update you by email, mail, and phone.
  • meet with you at least once a year to review and update your plan.

 

 Keys to a Successful Relationship: What We Can Expect

Effective communication and mutual respect are essential to a successful partnership, so we expect:

  • Trust
  • Respect
  • Honesty
  • Sincerity
  • Complete Disclosure
  • Commitment

As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information that you provide to us.  Finally, we expect you to participate enthusiastically in the investment planning process. 

 

Keys to a Successful Relationship:  Mutual Responsibilities

Working together is essential to effective investment planning.  To this end, we both need to make your financial strategies a priority.

We will:

  • agree to keep each other informed of any new developments that might affect these strategies.
  • agree to take the time to regularly review your financial plan.
  • both be honest and forthcoming about your financial situation.
  • work to develop mutual trust, respect, and understanding.

                                         

A Better Understanding

We understand that life can be unpredictable and financial positions can change dramatically.  Whether it be from losing a spouse, a recent inheritance, retirement, a costly health emergency, or you are uncertain with current advice, our second opinion service is designed to help you decide if new direction and fresh insight is needed. 

 

                                                        

Understanding You

At our initial meeting we will have a personal, face-to-face discussion to gain an understanding of your specific concerns, your short and long-term goals, and what is most important to you.

Our analysis may include a discussion of the following:

  • Costs and Fees
  • Diversification
  • Investment Risk
  • Retirement Expenses
  • Legacy Planning
  • Inheritance
  • Gifting
  • Outstanding Loans
  • Income Strategies
  • Estate Planning
  • Funding Trusts
  • Performance
  • Tax Efficiency
  • Retirement Options
  • Risk Management


Review Your Strategy

During our second meeting we will discuss your original concerns, your current overall plan, and review our recommendations. If we mutually feel it beneficial, we can discuss next steps for an ongoing relationship.

    Helping you enjoy today, prepare for an unpredictable tomorrow, and provide for your family as efficiently and effectively as possible. 

    Services

     

    Investments

    Investments can play a key role in your financial security plan. A mix of qualified and non-qualified savings can help word hard towards your goals.

     

    Risk Management

    Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

     

    Retirement Planning

    Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

     

    Your Finances

    Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

     

    Asset Allocation

    Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

     

    Charitable Giving

    Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

     

      

    Home

    Advisors

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    Gary Russell

    ChFC®, CRPC®, CLU®

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    Gary Russell

    Phone: 515-432-7000

    Email: Gary.Russell@lpl.com

    Gary Russell is Founder and Director of Russell Wealth Advisors.  His career as an Advisor began while working in a summer internship position at a national financial services firm.  That summer internship proved to be more successful than he ever imagined and allowed Gary to make a career choice that has now spanned over 35 years.

    With the focus on serving his clients’ best interests and a burning desire to learn and grow intellectually, Gary has advanced his education with The American College, The College of Financial Planning, The Institute of Business & Finance, The Wharton School of Business, and The Yale School of Management.  During Gary’s continued studies, he has obtained the following academic credential: Chartered Retirement Planning Counselor (CRPC®), Certified Fund Specialist (CFS®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).  He also holds the Series 7, 24, and 63 registrations through LPL Financial.

    His passion for his clients continues as he uses his experience and knowledge to help many 2nd and 3rd generation clients that have witnessed first-hand the value of working with an Advisor.

    While Gary continues to enjoy his days at the office, he takes time for his family and other hobbies around his acreage.  Gary finds great joy in spending time with his grandchildren at his cabin cooking on an open fire and watching movies.  With the best of times just listening to the grandkid’s views of what is important in the world.

    Bio
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    Adam Russell

    Private Wealth Advisor

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    Adam Russell

    Phone: 515-432-7000

    Email: Adam.Russell@lpl.com

    Adam is an Iowa State University alumnus with a Bachelor of Science degree in Business Management.  Immediately after his ISU graduation Adam moved to Colorado where he enjoyed living in the high country, hiking and climbing in the mountains as often as possible.  It was during this time that Adam’s interest in business and finance grew and then decided to accept an offer to join his family’s business and move back to Iowa. 

    The Great Recession of 2007-2009 was Adam's initiation to the financial services industry.  This trying time provided a great deal of knowledge and understanding of the financial markets and their instruments.  Working with his father during this time further provided Adam with insights about how important the guidance of a financial professional is in helping clients understand their personal situations.

    Adam holds his Series 7 and 63 registrations through LPL Financial, and his Series 66 through LPL Financial and Russell Wealth Advisors.

    Adam’s personal life is spent in Boone with his family; Jessica his wife and their three daughters Taryn (9), Payton (6), Jadyn (3).  It is tough to say where they will be any given evening or weekend, but the best bet is they will be outside somewhere.  Whether it is camping, canoeing, out for a walk or roasting marshmallows in the backyard, they stay busy and enjoy nature to the fullest.

    Bio
    Photo of team member

    Andrew Russell

    Private Wealth Advisor

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    Andrew Russell

    Phone: 515.432.7000

    Toll Free: 800.269.1604

    Email: andrew.russell@lpl.com

    Andrew Russell’s desire to be in the financial services industry started as a young adult, when he saw the appreciation clients showed for the services his father was providing. With a goal to ultimately be in the financial services industry, Andrew attended Iowa State University with a focus on business and communication. During his time at ISU, Andrew strengthened his position to be in the financial services industry while working with a national financial services firm as a College Financial Representative. During this time Andrew learned skills that would help him better assist clients in meeting their financial and investment goals. Upon graduating from Iowa State University, he joined Russell Wealth Advisors.

    Andrew holds his Series 7, 6, and 63 registrations through LPL Financial, and his Series 65 through Russell Wealth Advisors.

    While out of the office Andrew and his wife, Samantha, enjoy watching the Iowa State Cyclones, spending time on the lake, and traveling as much as possible.

    Bio

      

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    Russell Wealth Advisors

    Phone: 515.432.7000
    Fax: 515.432.0312

    Gary.Russell@lpl.com
    Adam.Russell@lpl.com
    Andrew.Russell@lpl.com


    Monday - Thursday: 8:00 - 5:00

    Friday: 8:00 - 4:00

    611 Story Street, Boone, Iowa 50036

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