Alexander Wealth Management Group - Wealth management approach

Our approach to wealth management

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.

Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.

Wealth Management Professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.