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Wealth Management Approach

Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating Wealth

From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting Your Assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning and insurance solutions will help you feel secure about the future.

Creating an Income Stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a comprehensive plan that helps you anticipate adjustments and build confidence in your future.

Wealth Transfer

Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

We invite you to contact us today to learn more about our wealth management approach and how we can help you achieve your goals.

Introducing the wealth management professionals we work with

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

Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Gerri Shea

Wealth Management Consultant

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

Brian Tavano

Wealth Management Consultant

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

Mike Berens

Wealth Management Consultant

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

Cathy Walker

Trust Consultant

Cathy specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Aleksandra Adamczyk

Credit Solutions Consultant

Aleksandra partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. She provides commendations 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.

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Liz 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.