NetworkยทVenture Capital
๐ LEXINGTON, KY
SEC CRD #801-56914
Russell Capital | Wealth Management | Lexington, KY Creating and Preserving Wealth Creating and Preserving Wealth Creating and Preserving Wealth Creating and Preserving Wealth Prospective Clients Because our success is tied to your success What Can A Client Expect? Trust Estate Planning High Net Worth Families Charitable Foundations Endowments Life Events Retirement Accounts 403B/401K Participants It's RCM's job to worry about your money, so you don't have to. So, what can a client expect when beginning a relationship? Following our initial planning and investment strategy discussions to establishing a working advisory relationship, our experienced administrative staff will work with you to open all accounts and process any paperwork. Their goal is to do everything they can to make this process as seamless and efficient as possible. We'll keep you up-to-date on the status of your account openings and the movement of any monies or assets. We'll work with you to make sure the profile of your relationship is correct from the start. Learn more Our advisors consult with our clients daily on trust and estate planning. We speak the same language as Estate Attorneys on the more complex as well as simple issues and are able to convey terms and issues to our clients in everyday language. We are able to answer many questions as the starting point for planning your estate and trusts. Many times we act as point person for the various parties involved in the planning and implementation pro
HARRY RUSSELL
PRESIDENT
๐ (859) 254-5225
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AUM
$275M
Location
LEXINGTON, KY
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