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Russ Thornton

Wealthcare Capital Management
Investment Advisor

Contact Information:

Atlanta, GA 30342
United States

Years in Business:

 

18

Clients I'm Seeking:

 

I have a small, select group of families I work with, each of whom I care about and consider friends. In fact I work with many of my clients’ children and some of their parents, too. When we talk about your finances, you’ll be interested primarily in wealth preservation and making the most of your one shot at life – not how to make a quick buck through hot investment tips. But it’s not all about dollars and cents – we’ll also be chatting about your family, your values and your personal passions. Many of my clients are Atlanta locals, but I do work with people from across the country. The most important factor is not geography, but your willingness to engage in meaningful and honest conversations about what’s truly important to you and those you care about. New clients accepted by referral only.

About My Business:

 

Now, I realize that there are plenty of financial advisors promising to “work in synergy with your aspirations,” to “harness client-focused strategies,” and to “deliver personalized solutions.” But what does personalized service really mean when - you’re just another account number among an advisor’s hundreds (or thousands) of clients? - you spend more time talking to an assistant than you do your financial advisor? - your financial strategy is determined by an advisor’s company-approved toolbox of products and services, not by what best fits your needs? - your financial advisor is more interested in winning a company sales incentive trip than serving you? Hi, my name is Russ Thornton and I worked as a financial advisor in a large Wall Street firm for over 12 years. My work there didn’t fulfill my vision of truly personalized wealth management services. To me, personalized Wealth Management means: - you have a real relationship with your financial advisor, who takes the time to talk about more than just your balance sheet or your portfolio value - you define what success means to you, and your financial advisor helps you create a custom solution which will best serve you - you have a flexible investment strategy that empowers you to make important financial decisions with confidence - your financial advisor’s only loyalty is to you – a trusted partner who keeps you on track and protects your interests

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