Russell Wayne (BA, CFP®, MBA)

Russell Wayne focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

As specialists in a wide range of financial areas, our goal is to handle these matters for our clients so they can enjoy their lives. After conferring with our clients and learning their specific needs, we identify the challenges and recommend the appropriate actions to be taken.

We are available for:

  • Short-term consultation
  • Budgeting/Debt  Planning
  • Financial planning advice
  • Comprehensive financial planning
  • Education Planning
  • Retirement Plan advice
  • Investment advice without ongoing management
  • Investment management

We specialize in discretionary investment management, including asset allocation and direct investment of equity and fixed-income securities, both domestic and international. We also provide the full-range of financial planning services, including evaluation and recommendations in the following areas: taxes, insurance, education planning, retirement planning, and estate planning.  We work together with other professionals with extensive experience.

Additional Information

Russell Wayne is a Wall Street veteran with four decades of experience. His first 23 years were with the Value Line organization. While there he was Managing Editor of The Value Line Investment Survey, Portfolio Manager with Value Line Asset Management, Portfolio Adviser to the Value Line Mutual Funds, Executive Editor of The Value Line OTC Special Situations Service, and Director of Value Line Software. In 1990, he became Chief Investment Officer of Heine Management Group and the LMH Fund, Ltd., both of Westport, CT. In 1995, he founded Sound Asset Management Inc. Clients for whom he has managed portfolios include Xerox, Texas Utilities, National Maritime Union, and United Cerebral Palsy Association. Mr. Wayne has been a featured guest on television, including CNN and the Bloomberg Network. He has been quoted in leading business periodicals, including The Wall Street Journal, Barron’s, Business Week, Kiplinger's Personal Finance, The Wall Street Transcript, and The New York Times as well as MSNBC. Mr. Wayne earned his B.A. and M.B.A. at Hofstra University. He earned his Certificate in Financial Planning from Florida State University and has pursued postgraduate studies at New York University School of Law. He is listed in Who’s Who In The East, Who’s Who in Finance and Industry, Who’s Who in America, and Who’s Who in the World.

NAPFA Start Date

September 18, 2006


This Office

5 Glen Ln Weston, CT 06883-2308 Phone: (203) 222-9370 Fax: (203) 222-9425