EagleView Wealth Management Group - RBC Wealth Management

Wealth management approach

Our wealth management approach starts with what you want out of life, for yourself and your family.

We evaluate where you are relative to your goals so that we can recommend strategies to help get you where you want to be. Together, we then implement our recommendations and watch over your plan so that you can live your life. And we review your financial situation to see that you remain on track to achieve your goals.

Your goals remain the centerpiece of our recommendations and strategies.

Our six-step process includes:

•Projecting your goals – We begin by listening to you to gain a better understanding of your financial objectives and to determine where you want to be
•Appraising assets – Together, we gather very specific information on your financial picture to determine what you have.
•Performing a gap analysis – Next, we analyze your financial and personal information to match your objectives with sound strategies. This step helps us determine exactly what you need.
•Providing you options – We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
•Implementing strategies – Your custom plan is put to work.
•Review your plan – We will provide timely, service through a regular review of your situation to see your financial objectives are being met. Our service model is customized to each unique client need.

We invite you to contact us today to discuss how we can put our wealth management approach to work for you.

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.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Grace Cramond

Credit Consultant

Grace works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. She accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy 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 works 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.

Tom Nagle