facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

The Value of Wealth Management

Achieve Peace of Mind

Without a comprehensive process and policy for managing your financial affairs, you may not know if you can realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals.  A financial plan does not assure you will achieve all your goals.  But it does allow you to gauge whether you’re on track and what steps you need to take.  And that often provides peace of mind.


"We have estimated the value of an advisor for three consecutive years and each time the value of an advisor has easily surpassed the typical 1% fee many advisors charge the advisory accounts they manage."

-Brad Jung, Managing Director, Russell Investments

2016 Value of a financial advisor update: More than 3.75%

-Brad Jung