Jeffrey M Thielen - Wealth management approach

Philosophy

Using a disciplined approach, I help clients develop, implement, and maintain an integrated wealth management plan. It is critical to understand and evaluate your individual goals and objectives in order to properly service you.

An investment plan contains two equally important components: risk and return. I define success as achieving my clients’ goals and objectives within the framework of identified time periods and risk parameters.

RBC Wealth Management, a global bank, has in place a vast array of internal professional consultants providing top-of-the line resources and support. Along with my expertise, I utilize these resources along with coordinating with your professionals – CPA and Attorney, to deliver prudent and timely financial solutions with superior service.

Wealth management service

Wealth Management approach helps you grow, protect and transfer your wealth over the long-term:

Retirement Planning
Asset Allocation: Evaluate, Identify and Implement the appropriate mix of investments to ensure performance optimization and long term risk management.
Estate Planning: Utilize our internal estate planning experts to evaluate your estate planning needs and identify sound strategies.
Tax Planning: Identify tax advantage investment strategies and monitor the investments for tax efficiency.
Small Business Planning: Identify the appropriate company-sponsored retirement plan for your business based on your specific objectives.
Education Funding: Evaluate your options and create a strategy tailored to your goals.
Insurance Planning: Help protect you with wealth transfer and long-term care.
401k Review: Review your current options and asset allocation.
Charitable Planning: Support your causes in the most tax-effective manner.
Global Private Banking: Premier lines of credit and Commercial Lending

Next steps

Feel free to contact me to schedule an informational appointment at (952) 838-7006 or (800) 888-3246, or email: jeffrey.thielen@rbc.com.

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.

Dean Deutz, CFP®

Private Wealth Consultant

Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.

Bill Boehm

Wealth Management Consultant

Bill provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Bill also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Malia Haskins

Wealth Strategist

Malia works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Judi Rana

Wealth Management Consultant

Judi provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Judi also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Bill Ringham

Director of Wealth Strategies

Bill works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Marc Goode

Credit Solutions Consultant

Marc partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. He provides recommendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.

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