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

The Frontier Investment Group of Truist Investment Services, Inc.

901 E Byrd St,

Suite 500,

Richmond, VA 23219-2809

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Who we are

The Frontier Investment Group is a high-performing advisory team that provides multi-generational family wealth management, investment advice, and financial planning to a limited number of families, individuals, and foundations. Our team’s comprehensive approach and focus on client relationships allows us to provide the right advice at the right time so that we can make a positive difference in our clients’ financial lives.

In 2017, The Frontier Investment Group was recognized as the top advisory team from the Mid-Atlantic Region of Truist’s predecessor firm, BB&T Scott & Stringfellow, for partnering with BB&T to deliver credit solutions and insurance strategies.
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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

  • 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

Ashli Luse
Ashli Luse
Registered Client Service Associate
Rachel Calvert
Rachel Calvert
Business Development Officer
We carefully listen to our clients throughout the financial planning process to collaboratively develop a solution that’s holistic, understandable, and effective. Our network of Truist partners, estate attorneys, and CPAs enables us to incorporate credit solutions, insurance strategies, estate planning, and tax minimization strategies. Our involvement helps many generations of our clients and their families leave meaningful financial legacies and successful multigenerational wealth transfer.
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