About the firm
Independent advice. Undivided attention.
Private Client Strategies was built on a simple premise: business owners deserve an advisor who works for them — not for a captive carrier, a wirehouse, or a quota.
Our story
Built for the business owner.
We were built for business owners who have created something valuable—and want to protect it, preserve it, and transition it with intention.
Private Client Strategies operates as an independent firm, which means our recommendations are driven entirely by what is right for each client. We are not beholden to proprietary products, sales targets, or institutional conflicts. Our only obligation is to the people we serve.
We work in close coordination with your existing legal and tax advisors, and financial planners, functioning as the risk and succession specialist on your advisory team — not as a replacement for the relationships you've already built.
Todd Russell, CFP®, CLU, ChFC
Founder, Private Client Strategies
What guides us
Four principles. No exceptions.
Independence
We are not captive to any carrier or institution. Every recommendation is made on its merits, and client directed goals.
Discretion
Our clients share sensitive financial and business information with us. We treat that trust as the foundation of every engagement.
Precision
We do not offer generic solutions. Every strategy is designed around the specific structure, goals, and risk profile of the individual client.
Coordination
We work alongside your attorney, CPA, and other advisors — not in competition with them. Good planning requires a team.
Credentials & affiliations
Backed by the industry's most trusted institutions.
Todd Russell, CFP®, CLU, ChFC
Securities & advisory services through Osaic Wealth, Inc.
Member FINRA/SIPC
Licensed in AL, AZ, CO, GA, IN, MI, NC, OR, TN
Multi-state practice
Independent advisory practice
No captive product obligations
Let's have a confidential conversation.
There's no obligation and no pressure — just a straightforward discussion about where you are and where you want to go.