The Bish Mann Group of Truist Investment Services, Inc. The Bish Mann Group of Truist Investment Services, Inc.

The Bish Mann Group of Truist Investment Services, Inc.

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

Who we are

The Bish-Mann Group of Truist Investment Services, Inc. is committed to building long-term relationships with clients and their families based on mutual trust, professionalism, and experience. Our clients’ needs always have and always will come first.

Our Group aims to understand what matters most to each client. That is why we lead by discussing aspirations and encourage our clients to ask questions about issues that are of the utmost importance. Worried about managing future healthcare expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? If so, The Bish-Mann Group of Truist Investment Services, Inc. are here to help every step of the way.  

We formed our team to provide affluent families and corporations excellent client service and wealth management. We offer clients a powerful combination: The banking resources of Truist, along with our boutique client service experience.
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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

At The Bish-Mann Group of Truist Investment Services, Inc., we are passionate about helping our clients make the most important financial decisions of their lives and to help address their goals. We work with each client to fully understand where their wealth stands today, help clarify goals, create a comprehensive financial plan as a roadmap for all important decisions, and aim to help clients increase their financial confidence. From here, we design and implement a customized wealth management strategy that helps clients and their family address their personal financial goals while limiting unnecessary investment risk. Supported by the resources of Truist Bank, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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