The Star City Group of Truist Investment Services, Inc. The Star City Group of Truist Investment Services, Inc.

The Star City Group of Truist Investment Services, Inc.

10 Franklin Rd SE

Suite 201,

Roanoke, VA 24011-0008

Who we are

The Star City Group of Truist Investment Services, Inc. is a team of Financial Advisors, Consultants and support staff that offer over 25 years of experience. We employ a holistic team approach to help serve the needs of high-net-worth individuals, families, and businesses. We are located in the Truist Wealth office in downtown Roanoke, Virginia but also serve clients from many locations and states. We take pride in forming strong long-lasting relationships that help build better lives and communities as well as become our clients trusted advisor. 
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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 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

As your Wealth Management team, we listen to what your needs are and we leverage our team and experience to provide a solution that will help you grow, protect, manage, and transition your wealth. 

We are supported by the resources of Truist Private Wealth as well as a team of specialists including Wealth Advisors, Planners, and Trust Officers. We deliver a strong client focused, understandable and comprehensive wealth management plan designed to address the unique goals of each of our clients. 
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