Trident Wealth Solutions Group - RBC Wealth Management

Investment process

The investment process that you will experience is based on process over prediction. The process will “sweat the small stuff”: With apologies to Richard Carlson, author of the 1997 self-help sensation “Don’t Sweat the Small Stuff” . . . investing is one those fields where the ‘small stuff can really matter’. This is the bulwark of our process, the result is a client experience that is meant to meet every financial goal you and your family desires.

The necessary four steps include:

Consultation and discovery
Developing an investment strategy
Implementation of your personal investment strategy: i.e. putting your plan to work
Review, report regular in person, collaborate and review annually

For more information about our process or to schedule a meeting, please contact us.

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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.

Griffin Geisler

Wealth Strategist

Griffin 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, Griffin 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.

Tom Nagle

Trust Consultant

As a trust consultant, Tom 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.