The REGAS Group Of Truist Investment Services, Inc.
Truist Investment Services, Inc.
1411 Highland Avenue
Melbourne, FL 32935
Who we are
The Mainsail Group of Truist Investment Services, Inc. is a team of highly dedicated investment and wealth management professionals. With over 150 years combined financial services experience, we employ a holistic approach to serve the needs of affluent individuals, families, and businesses both locally and across the country. Our mission is to form long lasting relationships with our clients as an essential partner in helping them achieve financial success at any stage of life.
Our commitment to this mission is defined by three core principles:
I. Personalized Approach - Confidence that comes from knowing where you stand.
II. Tailored Guidance-Comfort - Comfort in knowing you have a financial advisor team as stewards and advocates.
III. Lasting Relationships -Assurance that comes from a long-term working relationship based on trust.
Our team possess a deep understanding of the wealth management challenges and opportunities facing individuals and families with significant means.
Our clientele is comprised of a select group of affluent families, business owners and corporate executives who value our comprehensive planning approach to preserving wealth, pursuing goals and establishing financial legacies. This approach allows us to concentrate the due attention on each relationship and the unique needs therein, with our primary focus on quality client service.
The Mainsail Group has participated in rigorous training and accreditation in a range of sophisticated wealth management strategies and techniques.
The Mainsail Group is a seasoned practice providing advice and solutions not exclusive to the areas of:
Active investment management
Financial planning and cash flow analysis
Estate tax exposure
Philanthropy and charitable giving
Risk assessment, asset allocation recommendations and tailored investment solutions
Coordinating with clients’ team of advisors (e.g., attorney, CPA, etc.)
Access to the broad platform of financial resources and intellectual capital at Truist Investment Services, Inc. allows us to create truly customized solutions for our clients.
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We will always put your interests first. We are here to help you meet or possibly exceed your financial objectives.
You will be an active member of your financial planning team. We will meet with you regularly to review your plan's progress and discuss any recommendations. We depend on your enthusiastic participation to ensure successful realization of your financial plan.
We will work to maintain your trust. By delivering best-in-class service and providing sound financial advice, we will strive to build a strong relationship with you that will endure for many years to come.
We measure our success by helping you succeed. Contact us today to discuss your comprehensive financial plan.
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