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

Your story. Our special blend of advice, tools, and strategies. Combined, they’re a catalyst for greater financial confidence and clarity. And modeled to help you visualize the possibilities within your grasp—and for generations to come.

Wealth medical banking benefits

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

NO charge for money orders and official checks.

FREE money movement to other people with Zelle® through Truist online banking.Disclosure 5

FREE safe deposit box of any size.

More benefits

Wealth management that’s as mobile as you are

See your entire financial picture. Easily view and interact with all your investment accounts when you use our digital banking tools.

Get organized.

View your customized plan, including your accounts and investments from any financial institution.

View your investments.

Keep tabs on your retirement, pension, or other investment accounts. Explore trade-offs to help you reach your financial goals.

Enjoy security.

Benefit from secure file-sharing and storage—with the ability to give secure access to authorized users.

Risk management solutions

Protecting what you truly care about. Your loved ones. Your assets. Your lifestyle. We’ll create a customized plan for every phase and aspect of your life.

  • Life
  • Disability
  • Vehicle
  • Property and casualty

Lending solutions

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

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

Wealth medical mortgage benefits

Purchasing or remodeling a home? Together, let’s review the available options to identify your best funding solution. Our dedicated teams can help streamline your application and approval process.

No charge

  • No maximum loan amounts
  • No required private mortgage insurance


  • Interest rate discount for refinances, new home purchases, and investment propertiesDisclosure 1
  • Fixed- and adjustable-rateDisclosure 2 mortgage products, including interest-only options.Disclosure 3


  • Competitive financing for your primary residence
  • Financing for foreign nationals availableDisclosure 4

Ready to get started?

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

Already a Wealth client?

Make an appointment.

Ready to get inspired?

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

I’ve been meaning to do that: From purpose to action

Our new podcast features Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder. Join us for a discussion on how to focus on what really matters.

Watch the “Small Business, Big Heart” web series.

See how our clients are going above and beyond to serve our communities.test


5 tips for young doctors to help save for tomorrow

It all starts with thoughtful, comprehensive long-term financial planning. Check out these five simple guardrails to help keep you moving in the right direction.