Our approach to wealth management

The Lone Star Group at RBC Wealth Management follows a disciplined wealth management process for each client relationship. The process is consultative in nature and is rooted in time-tested best practices:
  • Mutual Discovery: A shared discussion about your objectives and expectations combined with our investment philosophy and services.
  • Gather and Analyze Data: We review your financial documents including investment accounts, trusts, wills, insurance coverage and lending obligations.
  • Proposal of a Plan: A presentation of a comprehensive family wealth management plan constructed to present a clear, guided path to help you fulfill life’s goals.
  • Implement and Monitor: All assets are deposited and allocated in an appropriate fashion. Rebalancing and other tactical strategies are reviewed and discussed.

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.

person

Aaron Gallardo

Trust Consultant


person

Courtney Duphorne

Wealth Management Consultant


person

Matt Kirby

Credit Solutions Consultant


person

Van Pate

Wealth Strategist