Alexander Sayavongsa

Alexander P. Sayavongsa
Financial Consultant Private Client Group Truist Investment Services, Inc.
The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

Alexander.Sayavongsa@Truist.com

Phone 404-813-1200

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About me

Background

Alexander, and his team, operate a full-service financial advisory practice, specializing in high-net-worth clientele, and preach a holistic 360-degree style of goals-based wealth management. They sit down with families and outline every detail of their financial picture to develop a comprehensive plan to work toward their investment goals, retirement goals, and short-term goals. When evaluating his clients' accounts, Alex considers historical and current data sets that could lead to bull markets, bear markets, and everything in between. The models he creates are specifically designed for clients and their families, forming extremely strong, valued relationships and building even stronger foundations for the future.

Alexander has built his career by working closely with affluent individuals and families, developing strong client relationships based on trust, transparency, and accountability. Alex's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals, delivering detailed portfolio management, with institutional access and resources. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming, and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on tax minimization strategies, estate planning, risk management, retirement planning, and other critical financial strategies.

Alexander and his partners have a combined experience of over 60 years in the financial services industry.

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
The University of Georgia 2010 2013

Personal Interests

Alexander enjoys spending time with his family, volunteering, golfing, and rooting on his alma mater, The University of Georgia.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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