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Matt Orth

Matt Orth, CEPA
Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

Matt.Orth@truist.com

Phone 713-425-2117

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About me

Background

Matt Orth is a wealth advisor with Truist Wealth, using his 30-plus years of experience in financial and estate planning, investments, risk management, and strategic credit to understand and solve for his client’s needs, priorities, and preferences. He coordinates a team of Truist specialists with his client’s external team of advisors to achieve a detailed, actionable plan that allows them to track future success and pivot as needs and circumstances change. Matt is also a Certified Exit Planning Advisor® (CEPA®) and works extensively with business owners to help them navigate the buy/sell/transition decisions of owning a business.  

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

Education

BBA – Finance
University of Texas at Austin 1983
Canon Trust School I, II & III 1999
National Trust School
Northwestern University 1996

Personal Interests

Matt is active in his church and community and has sat on many philanthropic boards. He enjoys all sports and has played and/or coached many of them. 

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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