Find an advisor for your wealth planning.

Wealth management for attorneysDisclosure 1

We provide comprehensive financial planning just for attorneys, designed around your unique challenges and goals. We speak your language and value your time.

Wealth legal specialty banking benefitsDisclosure 1

Simplify your financial life with top-tier products and services:

Seamless money movement

 

To other people with Zelle® through Truist online banking.Disclosure 2

Exceptional banking perks

 

Truist Wealth or Delta SkyMiles debit cardsDisclosure 3 with no annual fees

Waived fees

 

Waived annual maintenance fee for Wealth CheckingDisclosure 4 & Wealth Money Market accountsDisclosure 5

Mobile appDisclosure 6 benefits

 

Higher mobile deposit limitsDisclosure 7 and money transfers

Wealth legal specialty mortgage benefits

Purchasing or remodeling a home? Together, let’s review the available options to identify your best funding solution.

No charge

  • No maximum loan amounts
  • No required private mortgage insurance

Rates

  • Interest rate discount for refinances, new home purchases, and investment propertiesDisclosure 8
  • Fixed- and adjustable-rateDisclosure 9 mortgage products, including interest-only options.Disclosure 10

Financing

  • Competitive financing for your primary residence
  • Financing for foreign nationals availableDisclosure 11

Your Truist Wealth financial plan is as unique and dynamic as you are.

Your story. Our special blend of advice, tools, and strategies. Combined, they’re a catalyst in working toward financial confidence and clarity. 

Learn more about wealth financial planning solutions.

Wealth management that’s as mobile as you are

Easily view and interact with all your Truist investment accounts when you use our digital banking tools.

Get organized.

Your entire financial picture all in one place. Up-to-date information about your bank and investment accounts. Track progress to your financial plan.

View your investments.

Track and interact with your portfolio using custom account groups and portfolio-level reporting, including transaction history.

Enjoy security.

Multi-layered technology strategy, plus dedicated teams to help protect your finances from fraud and other security threats.

Learn more about digital banking tools.

More ways forward

Risk management solutions

Protect what you truly care about. We’ll create a customized plan for every phase and aspect of your life.

  • Life
  • Disability
  • Vehicle
  • Property and casualty

    •  

     

Learn more about risk management solutions.

Lending solutions

A strategic approach to credit can be an integral component of your overall financial plan.

  • Real-world strategic solutions
  • Discount pricing
  • Lowest Truist Wealth rates on loans for almost anything with the LightStream Loan

    •  

     

Learn more about lending solutions.

Ready to get started?

Tell us a little about your practice and specialty so we can match you with one of our specialists.

Contact us to get started with lending solutions.

Already a client? Reach us at truistwealthlegalspecialtygroup@truist.com

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In the U.S., more than $280 billion is spent annually on contingency litigation. Learn how electronic payment solutions can help streamline your settlement distributions.

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Financial planning for attorneys

Get answers to three fundamental questions that corporate attorneys often confront. Our dedicated legal specialty group can help you avoid pitfalls and uncover opportunities.

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The articles in Truist Perspectives offer a window into what’s working for investors, communities, businesses, and markets.

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1 You must have $1 million or more in investible assets to be a Truist Wealth client.

2 For your protection, Zelle® should only be used to send money to friends, family, and other people or businesses you trust. Payments made with Zelle® are like sending cash and may not be able to be recovered. Enrollment with Zelle® through Truist Online or Mobile banking is required. A U.S. checking or savings account is required to use Zelle®. Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle®. To send and receive money with a small business, both parties must be enrolled in Zelle® directly through their financial institution's online or mobile banking experience. For more information, view the Truist Online and Mobile Banking Service Agreement. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

3 The Delta SkyMiles® Debit Card annual fee is charged 45 days after the open date of the card. For Truist One Checking accounts, the initial annual fee will be based on the sum of highest monthly average ledger balance of your combined eligible Truist consumer deposit balances on that date. Eligible Truist consumer deposit balances include all checking, savings, Certificate of Deposit, Individual Retirement Account and/or all consumer investments through Truist Investment Services, Inc., titled in the owner or the co-owner’s name. Thereafter, for Truist One Checking we will use the highest average monthly ledger balance of the 3 most previous months to determine your annual fee. Annual fee levels for Truist One Checking are defined as follows: Levels 1 & 2) Highest 3-month average ledger balance of less than $25,000 is charged an annual fee of $95; Level 3) Highest 3-month average ledger balance of $25,000 and less than $50,000 is charged an annual fee of $75; Level 4) Highest 3-month average ledger balance of $50,000 and less than $100,000 is charged an annual fee of $75; Level Premier) Highest 3-month average ledger balance of $100,000 or more is charged an annual fee of $25. Annual fee will be calculated at the end of the month prior to the annual fee being charged. For Truist Wealth and Truist Asset Management Checking account clients, the annual fee will be discounted to $0. For Delta SkyMiles® cards opened before July 15, 2015, and not associated with a Truist One Checking, Truist Dimension Checking, or Signature Advantage Checking Account, the annual fee is $95. For clients whose relationship segment changes, the annual fee will be adjusted upon the next annual fee billing date. For more details, please see the Delta SkyMiles® Terms and Conditions.

4 To avoid the monthly maintenance fee, you must maintain a minimum daily ledger balance of $25,000 in your Truist Wealth Checking or your Truist Wealth Money Market account OR $100,000 or more in the sum of all current balances from Truist-related accounts across personal deposits (excluding Truist HSA), all investments, Trust, personal mortgage, consumer loan/lines (excluding LightStream®), personal credit card, or Truist Ready Now Credit Line accounts.

5 To avoid the monthly maintenance fee, you must maintain a minimum daily ledger balance of $25,000 or more.

6 Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply.

7Mobile deposit is only available through the Truist mobile app. Deposit limits and other restrictions apply. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.

8 Rates for Wealth Mortgage include special incentives reserved for clients who have a banking relationship with Truist Bank. The borrower must have or establish a Truist checking account. SurePay must be set up in conjunction with the aforementioned Truist checking account, and the applicable deposit funds must be at Truist Bank at time of origination. Sufficient funds must be in your bank account at time of automatic debit.

9 Adjustable Rate Mortgage (ARM) products have interest rates that may increase after consummation.

10 Monthly payments of interest only will not reduce the principal owed.

11 Foreign nationals are not eligible for Wealth Mortgage in transitional markets.

Disclosures

Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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