Wealth management approach, Wealth management philosophy

Our Approach

Your client advisor
A client advisor, an experienced professional based in your local area, serves as your single point of contact and will enlist the expertise of specialists throughout SunTrust Private Wealth Management to help you and your family achieve your unique objectives.

Our commitment to your family…
We strive to build multigenerational relationships with the families we advise. In doing so, we've gained valuable insight into estate issues and concerns that wealthy families encounter. By building a personal relationship with you, we can address your family's current needs and anticipate those of future generations.

…and to your community
We are committed to maintaining a local presence in the communities that we serve. Our experts live and work in their own communities and frequently meet their clients face to face. As a SunTrust client, you will be personally served by a local advisor and supported by a team of specialists.

At the same time you'll have access to the resources and capabilities of one of the nation's largest and most versatile banking institutions. The effectiveness of our wealth management approach is enhanced by a highly personalized relationship with your client advisor, as we partner with you through life's constant changes. Unlike many firms, we view wealth management and financial planning as continual processes, not one-time or periodic events.

At SunTrust, our Discover-Develop-Deliver process is a constantly repeating one, as your advisor is always working to discover new ways to help bring your personal, family and business aspirations to life.

Step 1: Discover
Your advisor strives to learn as much as possible about what is truly important to you and your family. He or she will work with you to gain a deep understanding of your long-term needs, goals and timeframe.

Step 2: Develop
Your advisor puts together a team of experts to develop solutions appropriate to your unique situation and financial objectives.

Step 3: Deliver
Your advisor puts your plans in motion while maintaining regular communication and quality service, serving as your liaison to the entire SunTrust organization and anticipating your future needs.

Disclaimers

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Securities, Investment and Insurance Products and Services:

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

© 2014 SunTrust Banks, Inc.

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SunTrust, SunTrust Mortgage, SunTrust at Work, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Solid Theft Protection, Ridgeworth Funds, RidgeWorth Capital Management, Wealth Select, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Bank Your Way Snapshot, Signature Advantage Brokerage, Custom Choice and Sure Pay are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc., an SEC registered broker/dealer and a member of the FINRA and SIPC, and a licensed insurance agency; investment advisory products and services are offered by SunTrust Investment Services, Inc. and Ridgeworth Capital Management, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

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"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc., SunTrust Investment Services, Inc., and Ridgeworth Capital Management, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.