The Wilkerson-Hale Group of Truist Investment Services, Inc. The Wilkerson-Hale Group of Truist Investment Services, Inc.

The Wilkerson-Hale Group of Truist Investment Services, Inc.

300 Summers St

Suite 500,

Charleston, WV 25301-0001

Who we are

The Wilkerson-Hale Group is committed to fostering a relationship built on trust, service, and communication, which will strengthen with each generation of our clients’ families. Our goal is to be there to help them build a solid foundation for each stage of life. 
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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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Les Wilkerson
Les Wilkerson
Financial Advisor
Matthew Hale
Matthew Hale
Financial Advisor
Karen Colakyan
Karen Colakyan
Client Service Associate
Carol Hively
Carol Hively
Branch Operations Coordinator
We take a four-step, personal approach to investing

Step One: Evaluate
We begin by having meaningful discussions to thoroughly understand the client’s current financial position and future expectations.

Step Two: Create a Financial Plan
We’ll structure a comprehensive plan and a series of recommendations that will help the client understand what it will take to accomplish their goals.

Step Three: Asset Allocation
The financial plan is implemented by investing the client’s assets to match their risk profile and future goals.

Step Four: Ongoing Review
We’re committed to regular client communication and continued monitoring and reviewing of the investment portfolio and financial plan. 
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