Michael’s Approach
Michael W. Russ
Financial Advisor
Overview
Michael “Mike” Russ serves as a financial advisor in Savant’s Cedar Rapids, Iowa, office, helping individuals and families make informed financial decisions. Mike entered the financial services field in 2013 and started working for Savant when World Trend Financial joined the firm in 2022. Before moving into finance, he worked as the associate director of admission at Mount Mercy University in Cedar Rapids, guiding students and parents through financial and educational planning.
Mike earned a bachelor’s degree with a double major in accounting and management from Mount Mercy University.
He and his wife, Annette, live in Cedar Rapids with their four children: Gwen, Emmett, Graham, and Elliana. Mike enjoys fishing, golfing, baseball, and spending time outdoors.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Mount Mercy University
Bachelor of Business Administration in Accounting and Management
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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