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Truist Wealth Management

The Truist Wealth experience changes how you think about your future. We look beyond pure finances to help you build a plan and a legacy based on your values, passions, and vision.

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Get insights about economic and market strategy insights from our team of seasoned investment analysts.
Our approach to wealth management

You deserve a cohesive, multi-faceted, and highly responsive wealth team. We lead with evidence to filter out the noise and stay aligned with your objectives. And we have more than a century of experience servicing wealth clients, with thousands of advisors operating across the nation.

Meet our leadership team

A dedicated advisor at your side

Your advisor listens, asks questions, anticipates, and dreams with you to build a wealth plan that’s truly yours.  
A unique assembly of people, capabilities, and solutions

Your plan is supported and refined by a multi-disciplined and integrated team, supported by the full resources of Truist.
A big-picture plan that reflects you

Your wealth plan should work hard– for your future and for your why.

Our investment philosophy

Markets are constantly evolving. Your investment advice should keep pace. In times of flux, our long-term approach to investing and evidence-based strategies can provide a clear path forward.

Historical data analysis

Understanding economic cycles, bull and bear markets, Fed rate cut cycles, seasonal market trends, and more.

Business cycle indicators

Knowing where we are in the cycle and whether an offensive or defensive posture makes the most sense.

Financial fundamentals

Analyzing key drivers behind market returns, their relationship with earnings, and identifying where opportunities and risks may lie.

Market signals

Tracking primary trends as markets move while staying grounded in fundamentals to help avoid over- or under-reacting.

Addressing your needs at each level of wealth

As your wealth builds, new goals arise—and we’re here to help you reach them. Take advantage of specialized wealth management services designed to serve your type and level of investments.

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Signature

$1 to 3 million in investmentsDisclosure 1

  • Long-term portfolio investment strategies
  • Deep understanding of new tax considerationsDisclosure 2
  • Concrete and adjustable exit and retirement planning

Learn more about Signature.

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Reserve

$3 to 25 million in investmentsDisclosure 3

  • New and alternative investmentsDisclosure 4
  • Sophisticated tax optimizationDisclosure 2
  • Comprehensive business and estate planning

Learn more about Reserve.

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GenSpring

$25 million+ in investmentsDisclosure 5

  • Dedicated family office of specialized advisors
  • Philanthropic structuring, international wealth management, and more
  • Guidance for future generations

Learn more about GenSpring.

For solutions involving investments under $1 million, we invite you to explore our additional investing services.

Specialty wealth management groups Deep industry knowledge and experience attuned to your profession and unique context.

Truist wealth specialty groups provide trusted advisors who not only are skilled in their own field but are also deeply knowledgeable and well-versed in the subtleties and complexities of your profession and stage of life.

Sports & Entertainment

Get business and financial recommendations tailored for athletes, recording artists, and other industry professionals.

Learn more about the Sports & Entertainment specialty group.

Legal

Firms and partners value our responsive escrow services, cash management, lending capabilities, and retirement exit planning.

Learn more about the Legal specialty group.

Medical

Whether you’re a new physician, an established professional, or the head of your own practice, we’re equipped to help you thrive.

Learn more about the Medical specialty group.

Business Transition Advisory Group

Our integrated approach aligns every aspect of your business transition to meet your goals and plan what’s next.

Learn more about the Business Transition Advisory group.

The Center for Family Legacy (CFL)

Grow your family’s financial, human, and intellectual capital—and organize toward a collective vision of your family’s legacy.

Learn more about the Center of Family Legacy.

CFL research paper Bridging family beliefs and behaviors Key insights into effective generational wealth transfer

Closing the gaps between belief and behavior is critical in charting a family’s wealth transition plan. Which practices present opportunities for your family?

See our research

Our insights

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Economic commentary Truist Insights

Insights gives you direct access to Truist Wealth’s economic and market strategy analysis from our Investment Advisory Group.

Browse insights about Truist Insights.

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Thought leadership Truist Perspectives

Truist Perspectives brings you timely
research and actionable insights. Get
the inside story behind the latest news through articles, podcasts,
publications, and videos.

Explore more about Truist Perspectives.

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Podcast “I’ve been meaning to do that!”

Join our Head of Investment Management, Oscarlyn Elder, for discussions on how to focus on what really matters.

Tune in to the "I've Been Meaning to do That!" podcast.

Financial and advisory services for changing lives

As your assets, family, and passions grow, more complexities and considerations emerge. See how we can help with what you need—at every milestone of your journey.

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Seeking a strategic edge? We’ve got you.

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Disclosure 1 The Signature experience is available to clients who maintain at least $1 million in personal investment assets at Truist.

Disclosure 2 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.

Disclosure 3 The Reserve experience is available to clients with personal managed investment assets at Truist ranging from $3 million up to $25MM.

Disclosure 4 Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.

Disclosure 5 The GenSpring experience is available to clients with more than $25MM in personal managed investment assets at Truist.

Disclosures

Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, 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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