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

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 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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