William Lupi

William A. Lupi
Wealth Advisor Truist Bank

112 Market St

Harrisburg, PA 17101-2002

About me

Background

I’m a Wealth Advisor, offering clients more than 20 years of financial services, retirement planning, and investment management experience through a holistic approach that looks at a client’s entire financial picture before providing ideas and strategies to help them make decisions that are in their best financial interest. I work with a team of financial professionals to offer my clients this comprehensive approach to their financial needs. 

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Radford University

Personal Interests

I serve as a volunteer to the Boy Scouts of America as an Eagle Scout mentor and coach. I’m a certified first aid/CPR/AED instructor for the American Red Cross and a member of the Harrisburg Area Chamber of Commerce. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

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