The Grella Wealth Solutions Group - RBC Wealth Management

Wealth management approach

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

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.

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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.

Dan Sullivan

Wealth Strategist

Dan 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, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Bruce Crepea

Wealth Strategist

Bruce 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, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

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.

Steve Vitale

Wealth Management Consultant

Steve spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Steve works diligently to address clients’ unique situations.

Brian Tavano

Wealth Management Consultant

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Brian works diligently to address clients’ unique situations.