Support and Resources for Families in Age Transition

David W. Russell, CFP, CSA, CTFA

Welcome to Wealth and Honor. I created Wealth and Honor as an educational website designed to support financial caregivers, family trustees, those serving as power of attorney, as well as families planning for financial age transitions. Whether you are an older adult needing your own advanced age transition plan or the adult child of aging parents concerned with your role as a financial caregiver, there are resources here to help guide you and your family through these challenges in such a way that both wealth and honor are preserved.


This site provides information and education on a variety of topics relevant to the financial, legal, and health implications of aging and eldercare. Although great effort has been undertaken to provide accurate explanation, the information on this site should not be relied upon to make investment, legal, tax, or healthcare decisions, without consulting with a qualified professional.

The site editor, David Russell, currently serves as vice president and trust officer for Argent Trust, an independent fiduciary wealth management firm with offices throughout the southeastern USA. is not owned by or affiliated with Argent Trust. Wealth and does not solicit business on behalf of Argent Trust. The views expressed on are those of Mr. Russell and not necessarily those of Argent Trust or its affiliates.