Our Approach

Wealth management, on your terms.

Successful wealth management only occurs when all aspects of your financial life are working in concert. For that to happen, you need a trusted partner who will actively listen to all your goals, work with you to craft a comprehensive plan, and stand by you to help keep you on track.

SunTrust is that trusted partner. Here, you will find a firm where each individual’s financial needs are as unique as their fingerprint and constantly evolving. Our strategies and services aren’t one-size-fits-all, rather tailored to the complexities of your life and aligned to your goals. Precisely what you need is what we strive to give you.

For over a century, we have been helping wealthy individuals and families simplify their financial lives. Let us show you how we can do the same for you.

Explore a few of the things that make our wealth relationships distinct.

Our Clients

As your wealth increases, so too does the complexity of your needs. Explore the various service levels of SunTrust’s wealth management offering.

Goals-Based Planning

Our process allows you to clarify, quantify and prioritize your goals to better achieve the things that are important to you.

About Us

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

For most people, investing for the future means very little in and of itself. But when those actions are aligned with specific goals they come to life.


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


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Find a Private Wealth Advisor for your specific needs.


SunTrust Private Wealth Management

Learn more about the services and benefits we provide.

Investing Amid a Carousel of Concerns

Watch the SunTrust Investment Advisory Group’s 2019 Outlook Video

Get the latest market insights.

Read the latest commentary by our Investment Advisory Group.


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

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

  • Contact Us

      To speak with a Private Wealth Management advisor.