Thorn Gribben Wealth Management Group - Wealth management approach

Wealth management approach

"What goals do you have that will take time, money and planning to accomplish?"

With this question in mind, we help families organize their financial life and create a plan around four primary areas:

Wealth Management Plan - Comprehensive assessment of current financial situation and a thorough understanding of future goals to build a roadmap from wealth accumulation to wealth preservation, ultimately aiming to produce a liveable, sustainable income stream.
Investment Strategy - Understanding what you own and why you own it in order to stay focused on long-term goals.
Risk Management - Identifying potential financial risks and establishing a plan to address those risks.
Estate Plan - Coordinate asset titling with estate and legal documents to protect clients' financial legacy wishes.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

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.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

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.