The Lighthouse Group of Truist Investment Services, Inc. The Lighthouse Group of Truist Investment Services, Inc.

The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

LighthouseGroup@truist.com

Phone 919-571-1893

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Who we are

The Lighthouse Group of Truist Investment Services, Inc. is a family office practice working with multigenerational families on complex estate, tax, and business succession planning; including risk management; and designing tailored investment management solutions after liquidity events. Beyond the traditional approaches, the team can surround a client’s family to complement other advisors in providing advice and guidance.

The Lighthouse Group was recognized by Forbes and SHOOK Research as a Best-in-State Wealth Management Team for the years 2023 - 2025. True collaboration begins with listening: striving to gain an intimate understanding of a client’s current situation, goals, dreams, and other important aspects of their life. It is the context that allows us to devise a finely tuned financial plan for a client’s future that is also aligned with their family’s values—together every recommendation we make is based on objective advice and strives to provide them with the strongest possible sense of financial well-being and control.

Our team of talented professionals works with a client to assess the implications that their actions and goals can have on each other—rather than viewing them in isolation—addresses their questions and concerns, and helps keep them on track.


1Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

2Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January of the years listed above and is based on the aforementioned criteria through the calendar year preceding the award date.
Check the background of this investment professional on FINRA's BrokerCheck

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

How can our wealth be a resource that consistently grows while having a positive impact on those who benefit from it?
Beginning with the intentional efforts of family leaders, who are unwilling to leave the ultimate fate of their wealth to chance, we help families organize their shared values and passions into a collective vision that prepares members to be responsible stewards of the family legacy.  

However our clients define it, we believe that wealth must have a positive impact on those who benefit from it. For those who believe successful wealth management must extend beyond their financial capital, we are here to guide them toward a confident life with wealth.

The Lighthouse Group believes that a successful advisory experience involves three key components.
Transparency: We focus on our clients’ best interests at all times. Our intention lies solely in providing objective advice that simplifies the complexities of financial management. 
Exclusivity: This translates to a client experience grounded in confidentiality and based on an intimate level of trust, in all aspects of investing, interpersonal dynamics, and planning. 
Integration: Successful wealth management must extend beyond our client’s financial capital. Our team remains singularly focused on solving for the unique challenges and opportunities families of significant wealth face.

The Lighthouse Group serves families with a range of needs by offering extraordinary depth of experience under one roof.  We can help clients successfully steward their family through the complexities of managing wealth and preserve their family's legacy for future generations.

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