The Laguarda Group of Truist Investment Services Inc.
11710 Plaza America Dr
Suite 440,
Reston, VA 20190
Who we are
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
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
Clarity and a plan built around you
Why Partner With Us
- Experience & Insight: We continuously monitor market trends, regulatory developments, and investment opportunities to deliver well-informed guidance and tailored strategies.
- Client-Centered Approach: We put your goals at the heart of every decision, offering a personalized financial framework focused on your unique needs and priorities, ensuring you’re always empowered and informed throughout your financial journey.
- Personalized Approach: We recognize that each client has unique financial goals, risk tolerances, and life circumstances. That's why we take a customized approach to financial planning, tailoring our recommendations to align with your specific needs and aspirations.
- Comprehensive Services: From retirement planning and investment management to tax optimization and estate planning, we offer a wide range of services and solutions designed to address all aspects of your financial life under one roof.
- Transparency: We believe in fostering open and transparent communication with our clients. The more we understand your aspirations and needs, the more successful our partnership will be.
- Long-Term Collaborative Partnership: Building a strong, enduring relationship with our clients is at the heart of what we do. We are committed to being your trusted ally every step of the way, helping you navigate life's financial milestones with well-being.
- Commitment to Excellence & Client Care: We continuously strive to deliver exceptional client care and service and uphold the highest ethical standards in everything we do.
Economic Commentary Warsh is New Fed Chair – What will change and what won’t
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
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Market views heading into the week highlight what we're watching and important news ahead.
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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
