The Mintz and Gow Group of Truist Investment Services, Inc. The Mintz and Gow Group of Truist Investment Services, Inc.

The Mintz and Gow Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

mggroup@truist.com

Phone 804-643-1811

Fax 804-649-2916

Get directions

See all locations

Who we are

Sam Mintz
I lead the business acquisition and financial planning aspects of our team, helping clients strategize and execute their goals, from retirement planning to selling a business. I build new and maintain existing relationships through communication, ensuring that I’m keeping clients informed about the marketplace while staying abreast of life or goal changes that could impact their financial picture. My estate and family planning focus is on working and strategizing with our clients’ team of professionals, including estate attorneys, bankers, and CPAs.

Steve Gow
I construct and manage portfolios, performing due diligence on all investment choices and building customized portfolios based upon our clients’ needs. In addition to reviewing outside investment managers and tracking their performance versus their peers, while adhering to our clients’ objectives, I also support the team’s asset allocation and security processes, and monitor and adjust asset classes and sectors, as needed. 

Bernie Murff
I’m focused on our clients’ financial success and wellbeing, always listening to and learning what's important to them. I use that knowledge to develop custom solutions: evaluating life and long-term care insurance options, lending solutions, Medicare, Social Security, and any other services that may benefit the client. I not only provide financial plans that are focused on their needs, and on track and secure, I also engage with them through educational opportunities and appreciation events.

Cheryl Franz and Donna Minkeson-Shaw
We oversee the scheduling of portfolio reviews, follow up on paperwork requests, assist with online and website support, and securely provide account information by phone or email. From a client service perspective, we welcome and on board new clients and respond to their daily service needs, including requests for wire transfers and checks, tax documents, and account updates such as change of address, email, or phone number.

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Samuel (Sam) Mintz
Samuel (Sam) Mintz, CFP®
Financial Advisor
Director
 See more
Stephen Gow
Stephen Gow, CFA®
Financial Advisor
See more
Bernice (Bernie) Murff
Bernice (Bernie) Murff
Busines Development Officer
Cheryl Franz
Cheryl Franz
Client Service Associate
Donna Minekeson-Shaw
Donna Minekeson-Shaw
Client Service Associate
Investment Philosophy and Experience
With a combined experience of over 90 years in the financial services industry, our team has a unique perspective on the markets and how to help our clients navigate them. We provide creative, customized investment solutions for wealthy individuals, families, corporate executives, business owners, and pre-retirees, helping them achieve financial wellbeing by clearly understanding their particular needs and objectives. By being proactive, we can develop dynamic and comprehensive investment plans and build long-term relationships that last generations.

Relationship Management Process
We strive to provide world-class service and advice by putting our clients’ best interests first. We develop unique, tailor-made investment programs and employ traditional and alternative investment strategies that emphasize protection and preservation, along with the opportunity for growth.

On-Boarding Timeline
  • Listen and Learn: Gather and analyze risk tolerance and objectives.
  • Establish Goals: Formulate a financial plan.
  • Execute: Implement an asset allocation and location strategy.
  • Perform: Conduct investment due diligence and mitigate risk.
  • Maintain: Keep an appropriate asset allocation.
  • Reconcile: Connect client risk tolerance and objectives over time.

Once the client on-boarding process is complete and the plan is in place, we hold regularly scheduled account reviews, both in person and over the phone. Each team member knows the client’s story and is ready to assist with any questions. Although we each have specialty areas, there’s always someone here to help them.

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    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.

    Comments regarding tax implications are informational only. Truist 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.