I work with people looking to take control of their financial future with a special focus on women in transition.

I take time to learn your values and vision of what financial success means to you utilizing cash flow analysis as a basis to present a clear overview of all the moving pieces of your financial life.

I will help reinforces all the positive choices to make in your lifetime.

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A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Susan Russo




Investments* can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short...



Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance may help to protect you and your family...


Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today...

We help build, manage, preserve and transition wealth for anyone!