Alexander Sayavongsa

Alexander P. Sayavongsa
Financial Consultant Truist Investment Services, Inc.

3333 Peachtree Rd NE

Atlanta Financial Center,

Atlanta, GA 30326-1030

About me

Background

I specialize in working closely with high-net-worth families & individuals, and I have built my career by developing strong client relationships based on trust and accountability; delivering detailed portfolio management, tax minimization strategies, and estate planning.

Our team preaches a holistic 360-degree style of goals-based wealth management. We sit down with our 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. We do our best to account for volatility, corrections, bull markets, bear markets, and everything in between. The models we create are specifically designed for our clients and their families in order to help them manage their investments. This is how we work to form extremely strong, valued relationships and build even stronger foundations for the future.

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

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

Away from the office, I enjoy spending time with my family, volunteering, golfing, and rooting on my 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

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