The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc. The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc.

The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc.

3333 Peachtree Rd NE

Atlanta, GA 30326-1030

Holton-Pittman-Sayavongsa_Group@truist.com

Phone 404-813-3658

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Who we are

We are a comprehensive wealth management practice focusing on goals-based planning, customized portfolio design and high touch service at a fair and transparent cost.

Our clients are affluent individuals and families who want a guiding hand as they attempt to navigate the “open waters” of growing and maintaining wealth.

The foundation of our practice is open communication. True collaboration starts with listening. We seek to gain a deep understanding of our clients’ lives and create a goals-based plan that aligns with their family values.

Enduring relationships with our clients has always been our top priority and the most important factor in how we measure success.
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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

  • 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

Our team approaches each client situation beginning with this question: “What is the primary intent for your wealth?”

First, we want to understand your mindset on how your life and wealth intersect. We then gather pertinent data to begin the planning process.

Second, from the planning flows recommendations which may include structural changes to assets, liability and estate compositions. There may also be adjustments to portfolio construction that aligns with your priorities and risk levels.

Third, we monitor progress to goals, have consistent ongoing communication with you and make portfolio and planning updates as life situations evolve and conditions warrant.

We utilize a multi-asset approach that includes individual stocks and bonds, direct indexing, ETF’s, mutual-funds, alternatives and cash and cash equivalents, all with a transparent and reasonable fee structure.
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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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