The Camp Financial Group of Truist Investment Services Inc. The Camp Financial Group of Truist Investment Services Inc.

The Camp Financial Group of Truist Investment Services Inc.

265 W Franklin Blvd

2nd Floor,

Gastonia, NC 28052-4144

campfinancialgroup@truist.com

Phone 704-692-7789

Fax 740-852-5796

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Who we are

The Camp Financial Group of Truist Investment Services, Inc., who has over 35 years of combined experience in the financial services arena, is an investment management practice providing constative advice, tailored investment strategies, and holistic asset management for affluent individuals and their families, elite professionals, specialty groups, and substantial businesses. With comprehensive proficiency, each member of our team offers skillset, knowledge, and professionalism to help comprise dynamic solutions and guidance to our clients. Navigating the financial landscape, team members strive to collaborate and commit to the needs of each individual or entity daily.  
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 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

The bedrock of Camp Financial Group is the principle of constative advice with the highest level of integrity. We believe listening, engaging, and monitoring are fundamental “must haves” to strive for financial success and wealth accumulation. Our client-centered recommendations begin with formal financial planning in order to understand each clients’ financial disposition. Offering knowledge within and beyond Camp Financial Group, we then assemble the appropriate teammates and specialists to begin implementation and work to achieve an appropriate rate of return, manage risks, and utilize tax efficiencies*. We seek to achieve this by designing an investment strategy that includes a suitable blend of equities, fixed income, alternative investments, annuities, cash or cash equivalents. Our team understands the financial target is consistently moving; therefore, feel we must continue to reevaluate, redirect, and adjust as needed along the way. Monitoring the ongoing progress and making financial shifts when needed, is vital to success. 

*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.

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