Russell Blockhus

I am dedicated to helping individuals, families, and businesses feel confident and empowered as they pursue their life goals. My practice is built on a goals‑based wealth management approach that is holistic, proactive, and deeply rooted in tax‑efficient strategies, multi‑generational estate planning strategies, and securities‑based lending solutions.

With a family background in both real estate and accounting, it was a natural progression to build a wealth management practice that integrates the strengths of these two disciplines. My team and I develop personalized strategies that reflect our clients’ tax sensitivities, financial priorities, and long‑term objectives. Our goal is to ensure that we are planning not only for today’s needs, but also for the generations that follow.

We work closely with real estate professionals and their clients to provide tax‑efficient, competitive lending options for primary residences, second homes, and investment properties. You’ll often find us at open houses on weekends, helping homebuyers understand financing pathways and make informed decisions on their home purchase journey.

Our team‑based model also enables us to deliver customized financial education for clients, real estate professionals, and businesses. We have supported HR departments with new‑hire onboarding, guided employees through the optimization of workplace benefits, provided seminars on topics such as sustainable investing, and delivered financial wellness programs at multiple Fortune 500 companies across the Bay Area.

Outside the office, I enjoy traveling, hiking, working out, and spending quality time with friends and family. I’m also an avid sports fan, cheering on the Golden State Warriors, San Francisco Giants, and Manchester United.

^{*I do not provide tax advice in my current role with Merrill.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.}