Gain control of your finances.
Take control of your future.
Expert Asset Management for Life's Major Events
At Russell Wealth Management, LLC, we specialize in investing assets that arise from significant life-changing events. Whether you're dealing with the sale of a business, the liquidation of an estate, the sale of property, a divorce, or the death of a spouse or close family member, we understand the stress and overwhelming decisions that come with these situations. Our goal is to provide you with peace of mind and expert guidance during these challenging times.
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Our Services
Tax Strategy
Secure and optimize your retirement funds with a seamless IRA rollover.
Retirement Planning
Prepare for your future with tailored retirement strategies that meet your individual needs.
Trust Management
Ensure the proper administration and growth of your trust with our dedicated trust management services.
We prioritize building long-term, trusted relationships with our clients. As a fiduciary advisory firm, we are committed to acting in your best interest, ensuring that your needs and goals always come first.
Building Trust for the Long Term
About Trey
Trey graduated from the University of Mississippi in 2007 with a B.B.A. in Managerial Finance. In 2009, he earned his M.B.A. from Delta State University and began a successful financial services career. After passing the Series 65 Uniform Investment Advisor Law Exam, he served as a financial advisor and head of trading for BlackSummit Financial Group, Inc. In 2013, Trey formed his own investment advisory firm, Russell Wealth Management, LLC.
