Private Wealth Management

Confidence for whatever life brings.

You've prospered by trusting your instincts and challenging yourself. You want to be guided. You want expert advice without giving up control. And you want to be certain your interests are well represented. At SunTrust Private Wealth Management we help you look beyond the portfolio—taking time to learn your needs, wants and aspirations so you are prepared for whatever life brings.

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Our Approach to Wealth Management

See how our experts can help you look beyond your portfolio and help prepare you for whatever life brings.

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Which areas of your financial life do you want to focus on?

To start your journey to financial well-being, select from one of the following life priorities:

Family

From education planning and eldercare to insurance and estate planning, let us help protect and ensure the well-being of those you cherish.

Retirement

How do you know if you are on track? It’s as much about clarifying and prioritizing your goals, as it is about how much you have saved.

Wealth Transfer & Inheritance

Wealth affords you the resources to live the life you desire and to make a profound difference in the lives of future generations.

Work & Career

To get where you want to go, both sides of your financial life—professional and personal—need to work in concert.

Health & Wellness

Even for wealthy families, an unexpected healthcare event can have a devastating impact on a lifetime's worth of savings.

Women and Investing

Independence can be achieved by joining the financial conversation if you haven’t already. Your participation will provide a greater degree of confidence in both your plan and your financial future.

Considerations for LGBT

Now that so many hurdles have finally been eliminated, it's time to bring equality to your financial life as well.

Philanthropy

Interested in leaving a philanthropic legacy to help your community and engage the next generation in supporting mission driven institutions? We can help.

How do you make your goals more actionable?

Discover how our unique goals-based planning process allows you to walk away with a greater awareness about yourself and the things that are most important to you.

Our Goals-Based Process

Don't try to force-fit your needs into a rigid financial planning process. Our process is flexible enough to adapt to you and your priorities and evolving needs.

SunTrust SummitView

Are you on track to your financial goals? See how our innovative, collaborative planning solution can bring you simplicity, convenience and confidence.

Collaboration with your Advisor

Managing wealth isn't a solo act. Supported by a team of specialists, your advisor is your personal advocate—always.

Which strategies and solutions are right for you?

Complex financial lives require specialized expertise that draws on a wide range of banking, investment, retirement, estate planning and insurance solutions—all integrated for your needs.

Banking Solutions

From cash management to credit and lending, we'll help you access the liquidity you need.

Investment Philosophy

Your investments should do something, not just be something. Find out how our different approach to portfolio construction may work for you.

Trust & Estate Solutions

Whether you're looking to minimize taxes, maximize a legacy, provide for a dependent with special needs or ensure a smooth transition of your family business, our specialists can help.

Retirement Solutions

We can work with you to determine the optimal mix of tax-deferred and taxable savings based on your retirement and legacy goals.

Insurance Solutions

Managing risk isn't just a portfolio concern—it’s also about income replacement and asset protection strategies to safeguard your family's lifestyle and legacy.

SunTrust PortfolioView

Managing risk isn't just a portfolio concern—it’s also about income replacement and asset protection strategies to safeguard your family's lifestyle and legacy.

Unique needs require specialized expertise. Find out more about our dedicated specialty groups for medical, legal, and sports and entertainment professionals.

We have the expertise to prepare you for and guide you through the financial moments that matter.

See how our innovative, collaborative planning solution guides you along your financial planning path.

Find a Private Wealth Advisor for your specific needs.

 

Check out SunTrust Investment Services, Inc. background on FINRA’s BrokerCheck

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. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

Wealth Management Resource Center

  • 4 Questions to Consider Before Financing a Boat or RV

    Understanding the process when purchasing a boat or RV is essential. Here are some key considerations.

  • 7 Tips to Live an Active Retirement

    Retirement can be whatever you want it to be, as long as you start off on the right foot. Consider the following tips to achieve a surprising (and fulfilling) retirement.

  • When Retirement Happens Unexpectedly

    Nobody likes to think of being forced to leave a career unexpectedly. For a variety of reasons, though, it’s a possibility that needs to be acknowledged and for which to plan.

  • Generating Liquidity from Your Illiquid Assets

    If a sizable portion of your personal wealth remains tied up in your business, you’re likely taking on additional risk and putting pressure on your family’s cash flow situation. Here are two strategies that could help you generate much-needed liquidity.

  • Is Inflation Plus 5% Still Achievable?

    Many organizations adopt a primary investment objective of inflation plus their annual spending rate as a metric. But adhering to a particular rate of return may present challenges going forward.

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