The Russo Rosenstein Group
Merrill Lynch Wealth Management
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:
- Get out in front of their financial needs. As proactive advisors, we help clients plan and prepare for what's next – selling an enterprise, purchasing real estate, retiring early, or creating a legacy.
- Handle a wide range of financial matters for them – from risk-managed investing, to efficient tax-minimization and estate-planning strategies, to providing ready access to residential lending and other customized solutions through Bank of America, N.A.
- Present and communicate our rationales in an uncomplicated manner. We are here to help – not show clients how much we know.
CKP®, CPFA™, CRPC™
CFP®, CRPC™
ChFC®, CEPA®, CPFA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
