True advisors

Guidance begins with a close partnership. 

We’re here to have meaningful conversations—not just about money, but also about the things that bring a real sense of purpose to your life.

What are your goals? How should we prioritize them?

What you share is what we translate into strategies and solutions. Wherever you are in life, we’re with you—ready to evolve together and inspire you with new ideas to help fulfill your potential.

Our approach—a team working together for you

Your wealth advisor takes the lead and adds investment and other specialized experts—to form a single team focused on your goals. They’ll get to know your needs, then customize your strategy so everything works together—seamlessly.

From tax considerations and strategic use of credit, to helping you with your wealth transfer goals—and beyond—your team is there. To offer objectivity. Depth of knowledge. And everything necessary to provide effective, reliable oversight through changing times and multiple generations.

You're unique and dynamic. Shouldn't your financial plan be?

Tell us about your personal history and past decisions. What’s important to you and why. Where you are today and where you want to be. We’ll translate those goals into an action plan built to evolve over time.

We’ll address your needs at your level of wealth

$1 million+


in investments

When you’ve built more than $1 million in investments, managing wealth is about moving forward with assurance.

Your dedicated advisor draws on the insights and expertise of specialists throughout our organization according to your needs—all to simplify the complex, manage challenges, and offer sound solutions.

$5 million – $25 million


in managed investments

If you have $5 million to $25 million in managed investments, prudent wealth management should prepare you for the opportunities ahead—those you can anticipate, and those you can’t.

Expect a level of extraordinary access and benefits. And envision wealth well beyond your portfolio.

$25 million+


in managed investments

Substantial wealth of $25 million or more in managed investments creates exceptional opportunities to influence the near future and provide for generations to come.

Your team of advisors—with sophisticated expertise—recognizes the complexity in balancing investment management, family dynamics, and wealth priorities to build and sustain a legacy aligned with your values.

We’re all a little different.

Get specialized advice based on your profession or stage of life. We even specialize in corporate trust and escrow services, and advising foundations and endowments.

Sports and Entertainment

For professional athletes, owners, team executives, and agents—and recording artists, songwriters, and entertainment industry execs. Get recommendations that give thought to the nuances of your business and your financial situation. 


Whether you’re a new physician seeking to manage debt, an established professional looking for liability protection, or the head of a multi-disciplinary practice in need of cash cycle management support, we’re equipped to help both you and your practice group thrive.


Families and business owners worldwide count on us for their personal wealth and business banking needs. Whatever your objectives, we have the global market knowledge, resources, and international wealth management expertise to help you achieve them.

Center for Family Legacy

It starts 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 Transition Advisory Group

You’ll benefit from our integrated advice approach, which aligns 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.

True advisors for every phase of your life

Not everyone has $1 million or more to invest. We get that. The way we see it, your net worth shouldn’t define you. Nor should it be a barrier to achieving your best life.

So whether you’re interested in banking, investing, business owner solutions, retirement, estate, or financial planning—or if you could just use some advice on managing the financial side of your life—we have you covered. Let’s talk about building your financial future together. 

True leadership

Working for you means earning your trust every day. It’s a tremendous honor to continually build your confidence in us through sustained excellence and dedication.

Truist Wealth is built on the character of its people—and our culture is reflected and embodied in the integrity of our wealth management executives.

Online & mobile banking with Truist Wealth

Everything you need—and so straightforward

Financial and investment overview

  • Easily view and interact with all your investment accounts.

Financial planning tools

  • Use powerful tools to help you see your next opportunity.

Investment portfolio

  • Viewable through Online Banking and the Truist Mobile Banking app.