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
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
Vicki Bertholomey
Registered Client Service Associate
Locations
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Map
620 N Main St,
2nd Floor, High Point, NC 27260-5018
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
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