building wealth, wealth building strategies

Building Wealth

Your prime wealth-building years are a time for firming up and in some cases resetting long-range goals such as putting your kids through school or buying a second home. You’ll also want to look ahead to retirement and begin to build a fiscally sound foundation to ensure that your assets are preserved for your heirs.

At this stage of your life, effective financial planning is paramount. It can help you see exactly where you are, where you want to be and what steps you need to take to get there—providing a sense of clarity about your finances, your investments and your financial future.

A SunTrust Private Wealth Management advisor will work with you to help you understand your evolving priorities and make sure you have the right financial plan in place. We will help you structure a diversified and tax-efficient investment portfolio that reflects your specific goals, risk tolerance and time frame. We will also help you leverage our lending and specialized banking services and explore solutions for education financing, retirement and estate planning.1 Here are just a few examples of how SunTrust is helping people like you devise wealth building strategies:

Case Study 1: Elizabeth is recently divorced and needs to re-evaluate her plans to manage expenses, fund education and save for retirement.

Case Study 2: Helen and John are in their 30s with two young children and want to manage expenses, fund their children’s education and save for retirement.

Case Study 3: Tom, a principal at a start-up company, earns equity in lieu of a salary and wants to plan for short-term income, business succession and retirement.

Disclaimers

1SunTrust 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

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