Truist Wealth

What is your vision?

What's your vision?

Building wealth. Protecting assets. Generating income in retirement. We all want to make the best choices for a more secure financial future.

With Truist Wealth, you’ll collaborate closely with an advisor who listens, learns, and seamlessly coordinates our capabilities for your distinctive vision and values—quantifying and prioritizing your goals before translating them into strategies and solutions.

Wherever you are on your wealth journey, we’ll be right by your side, ready to evolve with you and inspire you with new ideas to help fulfill your potential.

Power to look beyond your portfolio

Our highly-credentialed Investment Advisory Group of Truist Advisory Services, Inc., and financial planning experts will give you and your Truist advisor the tools, resources, and insight to build a powerful portfolio, including:

Market and economic strategy
Asset allocation and diversification guidance
Portfolio construction and investment oversight
Access to carefully vetted traditional and alternative asset managers

Wealth management succeeds when everything works in concert. Cash flow and liquidity solutions. Access to credit. Thoughtful risk controls. Educational savings and estate planning strategies. Each aspect should align with your investment strategy to help you reach—and even exceed—your goals.

Dynamic solutions for changing lives

Wealth accumulates. Goals shift. New needs arise. And your financial solutions should evolve accordingly.

Early on, your planning needs may be simple. But as your assets and family grow, more complex challenges emerge. As you build considerable wealth, issues like tax planning, philanthropy, and family legacy may begin to take center stage.

With Truist Wealth, you’ll have access to the expertise and resources you require—no matter how much your financial situation changes over time.

Let’s work together.

Every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, we’re ready to work with you. You’ll get the precise level of expertise, resources, and solutions you need.

Truist Wealth also offers the following sets of value-added services based on your type and level of investments:

Signature

$1 million + in investments

Reserve

$5 million + in managed investments

GenSpring

$25 million + in managed investments

Up to $1 million in investable assets

Whether you’re interested in banking, investing, retirement or financial planning—or if you could just use some advice on managing the financial side of your life—we’re here to help. Let’s talk about building your financial future together. Find an advisor.

Our approach for you

It’s simple—create a personal financial plan uniquely suited to you and your family’s needs and values. We want you to be confident in the progress you’re making on what matters most.

How do we accomplish that? By being thoughtful and passionately committed—going above and beyond to translate your goals into tangible actions. After all, shouldn’t a planning process adapt to you instead of the other way around?

Wealth management solutions are available from our heritage financial institutions while we fully transition to Truist.

Visit SunTrust Wealth

Visit BB&T Wealth

Specialized expertise

No two individuals are exactly alike. But certain groups and professions do share a distinctive set of financial challenges and opportunities.

That’s why we have dedicated specialty advisors who know the ins and outs of your profession or station in life. You’ll benefit from their commitment and attention to detail—it’s what sets them apart as they work to grow and protect your financial assets and security.

Sports

Professional athletes, owners, team executives, and agents rely on us to meet their investment, financing, and liquidity needs. We understand your unique earnings profile and career path—and we tailor our recommendations to address each of your complex investment management and financial planning decisions.

Entertainment

Recording artists, songwriters, and entertainment industry executives work long hours to hone their skills and advance their careers. Who has time for the financial side? Our advisors are adept at connecting, planning, and anticipating the unpredictable income streams and evolution of the entertainment professional. And we’re well versed in the nuances of your business, such as royalties and publication rights.

Legal

Whether you’re an AMLAW 200, mid-size, or boutique law firm, you’re dealing with a unique set of financial challenges, competitive pressures, and growth opportunities. And we’ve got you covered, regardless of your size.

Our dedicated Legal Specialty Group makes it their business to stay on top of industry-wide financial trends and best practices. You’ll get the benefit of their expertise—both at the firm and attorney level.

Medical

For more than a century, we’ve collaborated with physicians and their practices to bring their visions to life. From banking to brokerage to trust, we offer streamlined wealth management through customized planning, sophisticated financial solutions, and attentive service.

We fully grasp the financial implications and continual changes in the healthcare industry—and the ongoing demands on your time. And we’re equipped to partner with you to help both you and your practice group thrive.

International

Perhaps you’re a non-resident looking to domicile assets for the benefit of children, family members, or beneficiaries living in the U.S. Or maybe you’re searching for more effective ways to lessen economic risks. Whatever your objectives, we have the global market knowledge, resources, and international wealth management expertise to help you achieve them.

Our multi-jurisdictional international wealth team acts as a bank within a bank—capable of serving your family wealth as well as your business and banking needs. We maintain close working relationships with international tax and estate planning attorneys across the globe, so your U.S.-based assets can be protected and preserved.

Center for Family Legacy

Enhancing and sustaining wealth. Organizing shared values and passions into a collective vision. Preparing future generations to be responsible stewards of the family legacy. It all begins with the intentional effort of family leaders who refuse to leave the fate of their wealth to chance.

We help families like yours sustain wealth with a simple mindset—that wealth management must involve more than just managing money. It’s also about helping families make decisions about shared assets, and educating family members on the practical and emotional aspects of wealth.

Business and institutional groups

Business Transition Advisory Group – The Truist integrated advice approach enables you to align every aspect of your business transition to meet your goals. It’s a coordinated process focused on planning for the future—including life after the transition. Our advisors average more than 25 years of experience dedicated to business transition processes.

Foundations and Endowments Specialty Practice – Our singular purpose is to help you achieve your organization’s mission and amplify its charitable impact. You receive investment advisory solutions designed for you, along with seamless administrative services. Our experience positions us to address—and anticipate—your evolving and increasingly complex needs.

Corporate Trust and Escrow Services – Today's financial and regulatory environment is constantly shifting. We provide the responsive service, efficient processes, and simplified recordkeeping to help you meet that challenge. And our skilled corporate trust, escrow, and reinsurance specialists take it a step further with a depth of insight and domestic and international expertise.

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