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The Crescent-Palm Group of Truist Investment Services, Inc. The Crescent-Palm Group of Truist Investment Services, Inc.

The Crescent-Palm Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

The_CPG@Truist.com

Phone 843-722-7806

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Who we are

We are a collective group of individuals who believe that knowledge is power, and that transference of knowledge falls on our shoulders. Our mission is to steward the knowledge we have and to share that with our clients, making complex situations simple to understand. We all live in a world that is increasing in complexity and the economic landscape is changing rapidly. These circumstances require a team based approach, focused on developing long-term relationships and providing outstanding customer service. 

The Crescent-Palm Group of Truist Investment Services, Inc. works with business owners and professionals who are in a work-optional lifestyle. Our team-based approach allows us to provide proactive and strategic advice in the areas of financial planning, investment solutions, qualified retirement plan strategies, estate and legacy planning, and risk management solutions.  Our desire is to be our clients’ first call for financial advice.

This level of care, planning, and stewardship requires a team based approach to meet the expectations of our clients, and to provide a long lasting relationship that lasts generations.
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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

  • 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 operate a model we call D3. This stands for Discovery, Develop, and Deploy.

Discovery – No two client situations are the same. Our process requires us to slow down and to listen. We need to understand the big picture and small details that surround this picture. This is a process that takes time and patience. Once we understand the full story and, more importantly, the goals surrounding the picture we can begin the Develop process.

Develop – Due to the fact that no two situations are the same, we want to develop a solution and strategy that specifically meet the goals and needs of our clients. By understanding everything we can through the Discovery process, we can create customized advice to fit the needs of our clients and their families. 

Deploy – Once we have developed the customized advice for our clients we can then deploy that advice. A lot of times this is advice that we can implement on behalf of our clients; however, there are times we must use the expertise of outside professional. In either case, we create timelines and expectations with our clients to make sure that progress is being made and the ultimate implementation of the advice is done in a timely manner. 

With this D3 approach, we are able to create a customized client experience every step of the way. This approach puts the client at the center of everything.  This process also integrates, what we call, the household advisory board. The "household advisory board" is made up of all professionals and key people that are engaged in the delivery of advice to a family. Think real estate professionals, CPAs, and attorneys. By including and working with this advisory board, it allows deeper integration of advice and continuity of care for a family.
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