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

The Tilley Group of Truist Investment Services, Inc.

620 N Main St

2nd Floor,

High Point, NC 27260-5018

Who we are

The Tilley Group is a multigenerational wealth management advisory practice led by Scott A. Tilley, CFA, AIF, a 30 plus-year investment industry veteran. We consciously serve a limited number of ultra-high net worth families and institutional clients to ensure each relationship is a completely tailored experience. We believe in a holistic approach which delivers sophisticated solutions for complex estate, trust, tax*, business and investment planning issues, ensuring continuity and clarity in our client’s lives. We take our title as fiduciaries seriously and are committed to making every decision in our client’s best interest. Transparency, integrity and trust are the three pillars upon which we build successful relationships with every family we serve.

*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
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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

Vicki Bertholomey
Vicki Bertholomey
Registered Client Service Associate
Meg Allred
Meg Allred
Business Development Officer
Our process focuses on four central elements that are crucial to comprehensive wealth management. First, our entire team invests time in learning about you and your family. Not only your assets, liabilities and risk tolerance but your family's hopes and fears as well. Next, we in conjunction with your tax and legal advisors, analyze your tax, trust and estate needs so we can tailor a plan to address your specific objectives. From there we create a customized portfolio with calculated asset allocation and a wealth strategy that reflects your risk, goals and all-encompassing plan from a comprehensive perspective. Lastly, we continually assess and tactically adapt your strategy to the ever changing financial needs of your family.
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