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SunTrust Private Wealth Management takes a very individualized approach to financial planning. We want to ensure that the decisions you make with your money every day are consistent with your personal financial priorities.

Our approach provides a comprehensive and convenient view of everything you have—no matter where it's held. We use a proprietary planning solution, called SummitView®, that enables you and your Advisor to create a plan that reflects your specific goals and objectives.

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Gain Perspective


SummitView®, our financial planning process, is one of the leading platforms.1 You'll get a clear, comprehensive and convenient view of your finances, allowing you to develop a plan for your future.

View all your assets in one 360-degree online dashboard, which makes it easy to prioritize your objectives and see if you are on track to reach your goals.

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A SunTrust Advisor will:
  • Listen to and understand your personal situation
  • Create a financial plan that is customized to your life
  • Help you stay on track to reach your goals
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Investment Insight

Keep pace with the financial markets using our Monthly Investment Insight.

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1 Published on July 25, 2014, Inside Advice 2014, is the fifth iteration of this research series for Hearts & Wallets, LLC. The report focuses on two primary research efforts that enable this study to provide a complete view of how retirement advice is being executed in the marketplace today, and where retirement advice is headed in the future. The assessments and commentary of the advice experiences are exclusively those of Hearts & Wallets. These assessments are informed by their extensive, ongoing research on investor needs, wants and attitudes. For information on the research, please call 404-813-8461.

Investment and Insurance Products: Are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May Lose Value © SunTrust Banks, Inc.

"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., a SEC registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products. SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory 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 used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, 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.

SunTrust SummitView is a federally registered service mark of SunTrust Banks, Inc.

© SunTrust Banks, Inc. SunTrust is a federally registered service mark of SunTrust Banks, Inc.