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

The Valentino Group of Truist Investment Services, Inc.

110 South Stratford Rd

Suite 502,

Winston-Salem, NC 27104

Who we are

We are The Valentino Group of Truist Investment Services, Inc., a multidisciplinary team of advisors, whose primary care is to cater to every client’s own personal goals. We believe We believe helping each client pursue their vision of financial well-being is the forefront of our work, and as such we provide each client with respect, knowledge of the industry, and a one-on-one setting to fully understand their needs.

We provide comprehensive wealth management for multigenerational families. The team helps clients develop and implement investment strategies designed to address future goals. Using a team-based approach, we bring together specialists in investment management, financial planning, credit solutions, insurance, estate planning, and business succession.

Successful investing is highly disciplined. Understanding the movement of markets, mitigating risk, and proper portfolio balancing for each client is crucial.  The Valentino Group is here to assist in making recommendations tailored to your specific needs.
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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

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

  • 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

Successful investing is highly disciplined and may benefit most from a long-term view. Understanding the movement of markets, mitigating risk, and proper portfolio balancing for each client is key.

We will meet with each client in whatever format best suits their needs. All accounts are tailored to an investment strategy based upon the client’s goals and risk profile.

After an investment strategy is decided, we will work closely with each client by periodically reviewing account performance and providing relevant insight.
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