Costley McCluey Wealth Management Group - Wealth management approach

Wealth management approach

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 asking questions to understand you and your financial objectives.
Determining Smart, Time-Tested Strategies - Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions - Using these strategies we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service - We periodically 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.

Judi Rana

Wealth Management Consultant

Judi spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She 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, Judi works diligently to address clients’ unique situations.