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.

Dean Deutz, CFP®

Echelon Wealth Strategist

Navigating your financial life.

Welcome

It takes a sound strategy and drive to reach your financial goals. I have the experience, resources, and team of specialists to help you develop a wealth management plan suited to your unique financial needs.

Mission

To help you manage, protect, and simplify your financial affairs through objective advice and solutions that go beyond investments.

Value statement

Acting as a financial coach, I create game plans designed to help people achieve financial security and a comfortable retirement. This allows them to spend more time pursuing their passions and creating life experiences.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

woman shopping in supermarket

June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

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