Pursue Financial Confidence at Every Stage of Life
YOUR MONEY, YOUR FUTURE, YOUR PARTNER, YOUR VOICE
At Voice Wealth Management, we recognize that while investments are a part of what we do, the real value we offer is personalized guidance, support in making informed choices, and a dedicated commitment to helping you navigate your financial path.
Whether you’re starting, building wealth, or transitioning to retirement, we partner with you to help your financial future stay aligned with your lifestyle and long-term goals.
Discover If We’re the Right Fit: Who We Work Best With
We specialize in working with individuals and families who are ready to take control of their financial future.
How We Help You Pursue Financial Confidence
Your Money, Simplified
At Voice Wealth Management, we take a holistic approach to your financial well-being, bringing your entire financial picture into focus. Whether your goal is financial independence, funding a child’s education, or building multi-generational wealth, we integrate your lifestyle, principles, and aspirations into a unified strategy to help you work toward long-term success.
Holistic Wealth Advisory
We recognize that every client is unique. There’s no one-size-fits-all solution, only the right path for you. Russell is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® professional who brings structure to a comprehensive financial strategy that serves your individual needs.
Our Comprehensive Services Include:
Retirement Planning
Access to Financial Planning Tools
Cash Flow Analysis
Planning for Special Needs Family Members
Retirement Account Investment Analysis and Allocation
Education Funding Planning
Estate Analysis and Planning
Risk Management Analysis (Insurance Review)
Behavioral Coaching and Wealth Mentoring
Investment Policy Design
Debt Management
Net Worth Analysis
Guidance Through Life Transitions (Divorce, etc.)
Financial Wellness
Our Key Wealth Management Services
Balance Sheet & Cash Flow Optimization
Analyzing your assets, liabilities, and lifestyle to pursue financial health.
Financial Planning
Connecting all elements of wealth management, from investments to estate planning.
Insurance Protection Planning
Ensuring your family is covered for life’s unexpected events.
Trust & Estate Planning
Preparing for the future with a focus on legacy and smooth asset transitions.
Retirement Planning
A comprehensive approach to retirement designed to support a lifestyle you can enjoy in your golden years.
Investment Planning & Management
Designing long-term, goal-oriented portfolios that weather economic changes.
Behavioral Coaching & Wealth Mentoring
Helping you navigate the emotional side of financial decision-making and stay focused on your long-term goals.
Key Services for Navigating Life’s Transitions
Divorce
As a member of the National Association of Divorce Professionals (NADP), Russell is uniquely qualified to guide you through the divorce process or focus solely on the financial aspects. We offer dedicated resources and support for individuals navigating this challenging life transition.
Financial Wellness
You’ve worked hard to build your business, and now you want to offer your employees tools to pursue financial wellness. Russell offers comprehensive financial wellness programs to help your employees better manage their money, creating a financially healthy workforce.
Student Loans
Graduating college or grad school often comes with a significant student loan burden. As a Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™, Russell can help you make informed choices about managing student debt while working towards your financial goals.
What to Expect When You Work With Us
Life with Voice Wealth Management is about more than just numbers. It’s about building a relationship of trust and partnership. We’ll help you confidently navigate life’s financial decisions, giving you the tools to manage your wealth effectively and live the life you’ve always envisioned.
When you work with Voice Wealth Management, you can expect:
Personalized Attention
A financial plan tailored to your life goals and circumstances.
Holistic Planning
We look at your entire financial picture, integrating all aspects of wealth management.
Ongoing Support
Continuous guidance with plans that evolve as your life changes.
Behavioral Coaching
Helping you stay disciplined and avoid emotional financial decisions.
Transparency & Integrity
A fee-based, independent firm dedicated to your best interests.
Ready to Take the Next Step?
Your financial future starts with a conversation. Schedule a call with one of our advisors to discuss how we can help you pursue your financial goals.