The Valley Forge Group of Truist Investment Services, Inc. The Valley Forge Group of Truist Investment Services, Inc.

The Valley Forge Group of Truist Investment Services, Inc.

150 S Warner Rd

Suite 200,

King Of Prussia, PA 19406-2805

Who we are

The Valley Forge Group of Truist Investment Services, Inc. is a dedicated financial team that can help promote financial wellness and knowledge to families, individuals, non-profits and businesses. Formally established in 2022 but operating since 2004 – Jason, Kyle, Jessica, Michael, and Jennifer formed The Valley Forge Group out of shared values, innovation, and purpose toward delivering financial solutions with emotional care. It is because of our shared principles that The Valley Forge Group manages over one billion in assets today.
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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

Kyle Fitzpatrick
Kyle Fitzpatrick
Portfolio Management Officer
Jessica K. Selvanathan
Jessica K. Selvanathan
Client Service Associate
Michael K. McNichol
Michael K. McNichol
Client Service Associate
Jennifer L. Burkhardt
Jennifer L. Burkhardt
Client Service Associate
The process is all about You. Where You came from, where You are now, and where You are heading or want to achieve. Whether You are an individual, couple, family legacy, non-profit or business, the overall process is the same. The Valley Forge Group takes everything about You and develops the financial solutions to help you achieve the possible. Breaking financial complexities and geographical barriers, our partnership serves all fifty states and assembles a team of professionals to address your financial requirements.

We look beyond providing superior financial acumen and knowledge. Emotional care and discipline are just as important values which sets our team apart. We absolutely leverage advanced technology and resources as part of Truist Financial Corporation – the 7th largest bank in the United States* – but personally working alongside of You through all of life’s milestones is the greatest opportunity. Now let’s get started!

*According to Bankrate.com
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