The Horst Group of Truist Investment Services, Inc is a team of financial services professionals committed to delivering solutions rooted in financial analysis and planning. Our team has over 33 years of experience in the industry specializing in investment/estate planning, investment/risk management and developing financial plans tailored to each client’s needs and goals. We are committed to our craft and care deeply about our clients living their lives with confidence throughout their financial journey.
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.
Investment management
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
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Investment planning
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 philosophy is that successful wealth management requires developing a personalized financial plan in which goals and objectives are clearly defined. We execute the plan by using a diversified mix of strategic and tactical investment solutions. By working as a team and partnering with internal/external professionals, we are able to deliver comprehensive wealth management solutions. We aim to achieve our clients financial confidence by tailoring their investments as their needs and goals evolve.