The Compass Group of Truist Investment Services, Inc. The Compass Group of Truist Investment Services, Inc.

The Compass Group of Truist Investment Services, Inc.

Truist Investment Services, Inc.

948 Laskin Road

Suite 300,

Virginia Beach, VA 23451

Who we are

With over 100 years of combined financial services expertise the Compass Group of Truist Investment Services, Inc. is a family office practice working together with multigenerational wealth and select entity clients on investment & tax planning, cash flow & financial management, and complex estate & business succession needs. We put clients first by leveraging our specialized team experience, alongside the Truist platform and advisor partners. We deliver the balance of guidance and bespoke solutions successful families deserve.
 
Compass Group culture is defined by three core principles: 
 
Clients First, Always - Firmly at the center of everything we do, clients are the North Star that guide our actions in their best interests.
 
Team Service Excellence - Service leadership is our passion. Our team applies an ownership mindset to build trust and surround clients with impactful, differentiated expertise.    
 
Grow Lasting Relationships - Whether at the local or national level, we plant deep community roots to grow durable bonds that span the range of stakeholders we serve. 
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

Tricia Momyer
Tricia Momyer
Financial Consultant
Megan Sowers
Megan Sowers
Registered Client Service Associate
Sally Garvey
Sally Garvey
Client Service Associate
Listen to Better Understand Each Client's Unique Situation
• Review Risk Tolerance and Quantitative/Qualitative Information
• Identify Strengths, Weaknesses, and Opportunities
• Discuss Potential Goals
 
Tailor a Personalized Plan
• Select and Prioritize Goals
• Analyze Current Course and Consider Alternatives
• Present Recommended Actions and Develop Plan
 
Team Together to Achieve Success
• Agree on Plan and Address Implementation Responsibilities
• Continuously Monitor Client Progress Along Plan Path
• Periodically Meet to Update Goals and Decisions
    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
    Fax {4}

    {0} {1}