ASPIRE + ACHIEVE FINANCIAL FREEDOM

PLOT YOUR fUTURE

ABOUT

Who we are & what we do

Founded in April 2017 by West Point graduate Charles J. Russ, with a home office in Greenville, SC & clients all over the globe, R-axis exists to help people just like you make their goals & ideals a living reality. No matter where you might be in life, we believe that anyone can attain financial freedom with some guidance from a loyal expert & commitment to a clear plan.

Together let's define the imaginary. REAL numbers. REAL relationships. REAL results.

 
 

SERVICES

& expertise

RISK MANAGEMENT

Life insurance planning

Long-term care

Disability insurance

Universal & variable life insurance

WEALTH MANAGEMENT

Separately managed accounts

Estate conservation

Mutual funds

Unit investment trusts

Tax planning

Charitable giving

CASH MANAGEMENT
COLLEGE FUNDING

529 plans

RETIREMENT PLANNING

Traditional IRAs

Roth IRAs

Annuities

TAX PLANNING
SMALL BUSINESS GROUP BENEFITS

401Ks

Life Insurance

At R-axis, the best interest of the client will always be first.

 

/ / CHARLES RUSS

R-axis Founder

Registered Representative

Financial Advisor

By first learning and understanding client goals and objectives, we design comprehensive solutions that not only meet your aspirations, but that also mitigate associated risk with any plan that we may create.  

We build long-term relationships with clients so that as your goals change, we can confidently direct you as you make crucial decisions that will actively shape your personal and financial futures. By always putting our clients first, we are able to build and maintain financial plans in line with your values, as well as meet a wide range of client resources, goals, circumstances, and lifestyles.

With an abundance of information, products and opinions available to you, it can be tough to decide whom or what is most beneficial for you when organizing your finances and developing your long-term financial strategy. By working with R-axis, you are guaranteed a straightforward and competent analysis of your current situation. We offer you real numbers, real solutions, real results, and various platforms that will leave you feeling confident in your course on a mindful journey to financial freedom.

PHILOSOPHY

Client service & professional, competent management are at the core of our philosophy

 
 

Learn more about why you should consider working with R-axis. View, save, print + share the 

FINANCIAL BROCHURE

 

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charles J. russ

R-axis Founder

Registered Representative

Financial Advisor

CHECK THE BACKGROUND OF FINANCIAL PROFESSIONAL

CHARLES RUSS AT BrokerCheck by FINRA

In April of 2017, Charles began his own personal branch and brand at Intervest, with R-axis Financial Planning and Investments. He is now working with clients all over the U.S., as well as with U.S. expatriates and American military personnel living abroad. He offers comprehensive financial plans that include personal savings and budget management, investments, and detailed risk management strategies.

 

Charles currently holds the following Financial Industry Regulatory Authority Licenses: Series 6, 63, and 65. He also holds State Health and Life Insurance Licenses from multiple states across the US.


Charles is a member at Israel Metropolitan CME Church, and is a Life Member of the Veterans of Foreign Wars (Post 9534) and the Association of the United States Army (AUSA). He is based out of Greenville, SC, where he grew up. He was born in Indianapolis, IN, where he visits frequently.

In his spare time Charles enjoys working out; traveling; and spending time with his baby boy (Smith) and identical twin sons (Brooks and Bradley).

Charles J. Russ graduated in 2002 from the United States Military Academy at West Point, with a BS in Engineering Management and a Field of Study in Civil Engineering. He was commissioned a Second Lieutenant into the United States Army in 2002.

BIO

Charles attended several Army schools, including the Air Defense Officer Basic Course, Air Assault School, Airborne School, and the Bradley Mechanized Leader's Course. He joined his first unit in Baghdad, Iraq in June of 2003, where he served as a platoon leader for 12 months. He returned to Germany to serve as the Detachment Commander for Task Force Falcon and the OIC for the deactivation of his old. His other assignments include Battery Executive Officer (Delta Battery, 5-7 ADA), Battalion Logistics Officer (5-7 ADA), NATO Plans Officer (EADTF), and Plans Officer (357th AMDD).

 

In June of 2007, Charles also completed his Masters of Management with the University of Phoenix.

 

After working for 11 months part-time as a Financial Advisor, Charles received an honorable discharge in June of 2009, when he began his full-time career as an Investment Advisor Representative at Intervest International Incorporated.
 

 

CONTACT

864.320.3451

CHARLES

@R-AXIS.COM

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Thank you for your message and your interest in R-axis. I look forward to following up with you shortly! - Charles

 
 

OFFICE LOCATION

+ MAILING ADDRESS

105 e. north st.

greenville, sc

29601

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