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At The Russo Rosenstein Group, we operate under a basic premise – that so much in clients’ lives revolves around money. Accounting for clients’ ambitions, situations and desires to make wise financial decisions, we are motivated by the belief that our performance plays a critical role in enhancing and enriching the complex financial lives of those we serve.
True to our mission, we deliver a boutique level of personal service and attention that extends beyond that of most financial advisors. By educating and coaching our clients at every opportunity, our highly credentialed and industry-recognized advisors are able to ensure that clients follow the integrated strategies we formulate on their behalf.
To build lasting and meaningful advisory relationships, we choose to work with a finite number of clients – and do more for each of them. We also understand that – despite surface similarities between investors – their unique planning needs should drive every recommendation. Having honed our planning-based approach over many years, we are well equipped to help clients explore and prioritize their goals for themselves, their families and their communities.
Additionally, because our clients’ business and personal lives often intersect financially, we assist with both – and in many cases, provide assistance to business owners for their individual and corporate 401k and defined benefit plans. In fact, we provide plan design and implementation for more than 100 business owners.
Over the years, we’ve developed the rich experience and demonstrated ability to manage high concentrations of wealth for our affluent, nationwide clientele – including many individuals who’ve been referred to us. We are fully invested in supporting these clients and welcome the opportunity to serve you, as well.
At The Russo Rosenstein Group, we don’t define clients by the value of their assets – but instead, by their personalities, priorities and aspirations. Our clients span life stages and the wealth continuum – from individuals entering peak earning years, to those nearing retirement, to others who’ve already traded their seat in a boardroom for one on a golf cart.
While diverse in their achievements, the vast majority of our high-net-worth and ultra-high-net-worth clients are financially astute and well educated. In fact, clients’ intellect and curiosity often drive the most productive meetings we have with them.
Residing throughout New York, New Jersey, and more than 20 other states, these successful men and women include senior-level corporate executives, private business owners and entrepreneurs, partners at law firms, and generations of their families.
More often than not, clients come to us for a more sophisticated level of knowledge and know-how than they enjoyed previously. Some are experiencing significant life or career transitions. Many others don’t have the time or inclination to invest on their own or chart an informed financial course.
With no cookie-cutter clients, we don’t employ cookie-cutter strategies. To serve those who demand an uncompromised measure of acumen and attention, we concentrate collectively on each client’s most significant goals for family, business and philanthropy.
We believe that clients appreciate our ability to:
At The Russo Rosenstein Group, we serve clients with “plenty on their plates.” Most are leading a company, managing multiple ventures, planning an exit, or caring for elderly parents and children. Given their everyday challenges, we strive to help them achieve what dollars and cents alone cannot – the emotional satisfaction of having wealth and knowing we are well equipped to help manage it.
Like us, our clients recognize the significance of planning – rather being transactional and trading stocks, for example. Accordingly, we proactively help them “see around corners” for opportunities and circumstances that need to be addressed thoughtfully, not emotionally.
Perhaps most important, we take a highly strategic and analytical approach in examining each client’s overall financial picture – investments, liabilities, trusts (or lack thereof), tax situations and consequences, real estate and business holdings, and protective components including insurance. Building fundamental pillars of financial strength is critical to our efforts – and the success of our clientele.
With decades of rich experience, we know that our multi-faceted efforts must also be multi-generational. Calling upon internal trust professionals, we carefully review documents and make recommendations that can save clients time and money working with their own attorneys. When helpful, we also can create net-worth statements,
As a team, we believe clients know we’re looking out for them – up to and through a rewarding retirement lifestyle. We don’t “set and forget” anything – not their strategy or portfolio. By doing our jobs well, we help clients who work and play hard, rest easily.
In talking with clients about their families, we remind them that part of our job is helping them leave memories, not just money – finding joy along the way without compromising long-term goals.
In addition to our own insights, we allow clients to benefit from others we’ve assisted in similar positions. We feel fortunate to have long memories and relationships. The referrals we receive tell us we’re proficient in assisting a wide range of clients – from those with straightforward financial to others whose complex financial lives demand sophisticated strategies and tactics.
At The Russo Rosenstein Group, our vision of providing superior wealth management is predicated on having a genuine, ongoing appreciation of you – what keeps you up at night, and what gets you up each morning.
If you’re like most of our clients, you want enough money to support your lifestyle in retirement – without having to make changes you don’t anticipate. Ours is a heartfelt commitment to provide high caliber intelligence and insight.
Quite often, we are surprised by the expectations of new clients. Most have only an inkling of the breadth and depth of our offering. As our client, you can expect that we will:
We’ve earned our stripes providing a superior wealth management experience to clients. It would be our pleasure to assist you with the same measure of passion and professionalism.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
We get to know you and your family, your financial situation and what matters most to you.
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