The Gauthier Group of Truist Investment  Services Inc. The Gauthier Group of Truist Investment  Services Inc.

The Gauthier Group of Truist Investment Services Inc.

2520 Northwinds Pkwy

Suite 425,

Alpharetta, GA 30009-2200

Who we are

The mission of  "The Gauthier Group of Truist Investment Services, Inc." is to help our clients discover, address, and implement solutions enabling them to help meet each of their financial needs, wants and wishes. By incorporating a comprehensive discovery process at the inception of the relationship we can appropriately prioritize the order in which these financial opportunities are handled by creating what will become an actively managed financial plan customized for each client. Their investment strategy which is guided by the belief in a longer-term global market outlook is grounded with the principle we don’t take on more risk than is necessary to meet a client’s specific financial needs. Through continuous, active engagement with their client and on-going review of their financial plan The Gauthier Team is able to increase the likelihood the client will realize those financial moments that matter most in their life.
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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

  • 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

Richard Austin
Richard Austin
Registered Client Service Associate
Leslie Dyer
Leslie Dyer
Business Development Officer
Judith Bridges
Judith Bridges
Financial Planning Officer
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