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4707 Executive Dr, Suite 250, San Diego, CA 92121

(858) 779-5975
RussellWealthPartners@lplfinancial.com
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Who We Are

Client Centered

We are a family of financial advisors with a passion for partnering with our clients to pursue life goals. We center our practice on three core beliefs:

Our Process

We Believe that getting to know you is the key to developing a robust financial plan, which is the cornerstone to any financial or investment advice

Our History

We Believe that there is no one-size-fits-all approach to investment management and tailor your portfolio to give you the best chance of reaching your unique goals

Our Values

We Believe that a personal partnership allows us to provide comprehensive and relevant guidance that evolves with life’s changes

Client Centered

Our beliefs form the three pillars of our practice

  • Planning

    • The first step to planning is developing a full understanding of your financial situation
      • Gathering information on all aspects of your financial life
      • Defining and prioritizing goals
      • Understanding how you feel about risk
    • From our in-depth understanding of your financial picture, we work together to build your plan
      • Using modern software to aggregate and analyze your financial picture
      • Simulating probabilities with math-based analysis
    • From the plan, we develop and implement strategies designed to help you reach your goals
      • Monitoring progress toward your goals
      • Updating as life circumstances change

  • Investments

    • Create a unique portfolio based on your plan
      • Designed to give your plan the greatest chance of success
      • Factoring in related aspects of your life – taxes, liquidity needs, and your intangible assets
    • Use an endowment style approach
      • Using expected risk, return, and correlations to build efficient portfolios of different asset classes
      • Exposure to a wider array of asset classes providing enhanced opportunities for diversification
    • Adapts with changes to market expectations
      • Asset allocations change as expected returns and correlations of the asset classes change
      • Continuously monitor market and economic conditions

  • Service

    • Partnership
      • Dedicated team here when you need us
      • Build a personal relationship to help us tailor advice to your unique situation and values
      • Collaborating with CPAs, attorneys, and your other trusted advisors
    • Comprehensive Advice
      • Advice on all your financial needs
      • Provide guidance for major financial decisions – tax optimization, estate planning, social security, Medicare, job changes, etc.