Peter Russo

Background

About Peter Russo

Overseeing the Details – Before, During and After your Transition. Exiting your business too early could leave you in an unintended, long-term financial position; too late could result in lost opportunities. The goal is to provide clarity when you need it most. Our team concentrates on working with business owners and corporate executive before, during, and after the transition. Our implementation is a four-step process: 1. Corporate and Family Planning 2. Business and Market Evaluation 3. Implementation 4. Wealth Management If you are at this site, the time to engage us in the process is now. “He who fails to plan is planning to fail” - Winston Churchill I focus on helping corporate executives and business owners navigate the complexities associated with wealth concentration through the implementation of monetization strategies, tax planning, and asset preservation. Throughout this process, where appropriate, I work in conjunction with an individual’s attorney, investment banker, CPA, and other advisors. I am a regular panelist at M&A events, speaking to the strategies used as executives and business owners create liquidity for themselves and employees. I am also responsible for all of my teams ongoing structures and disciplines. Wells Fargo Advisors does not provide legal or tax advice. This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, and WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social