The Chevy Chase Group - Wealth management approach

Wealth management approach

We believe our clients deserve and have the right to receive competent guidance in the crafting, implementing and reviewiing of their financial and life-planning strategy. By leading our clients through a disciplined process that emphasizes education, goal identification and continuous communication, we can substantially increase the probability of success. We look forward to an enduring relationship with our clients built on mutual trust and respect, neither of which happens immediately or by accident. Our wealth management approach incorporates five important steps that we believe form the solid foundation on which we can build a life-long plan and are essential for proper planning. These steps include:

Gather the financial data/life issues.
Help you to set specific goals and objectives in conjunction with risk tolerance, time horizon, and necessary returns.
Assist you in developing a plan with specific wealth management recommendations.
Work with you to implement the recommendations from the plan.
Review the plan.

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.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

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.