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Sitka Group of Truist Investment Services, Inc. Sitka Group of Truist Investment Services, Inc.

Sitka Group of Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

sitkagroup@truist.com

Phone 770-283-8558

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Who we are

The Sitka Group is focused on delivering customized financial strategies tailored to our clients’ unique goals. Our passion and desire are to provide a personal, multi-generational wealth management experience. We would be honored to speak with you if you are looking for personalized financial advice.
Check the background of this investment professional on FINRA's BrokerCheck

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

We focus on what is most important to you and provide the critical thinking, specialized skills and global resources to enable you to make more informed decisions about your finances. Our ultimate goal — through our comprehensive goals-based wealth management process — is to help bring clarity and focus on what matters most to you, so you can manage your wealth more effectively in today’s complex global market environment.


Our approach covers the full spectrum of customized strategies. We begin by determining your goals and outlining your financial portrait. I then help you build a plan tailored to your specific goals. Once implemented, we will periodically track your progress as you move through life, adjusting your plan when necessary.

Committed to helping you protect and grow your assets, we are focused on providing timely, unbiased advice and earning your confidence every day to make a real difference in your life
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    Locations

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    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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