Private Wealth Signature

A more rewarding relationship.

For clients with $1MM+ in investments, our Signature experience provides tailored solutions that align with your needs as you accumulate wealth. Your relationship is led by a dedicated advisor who coordinates the necessary specialists, and entitles you to enhanced services and benefits that include:

The Signature Client Experience

Advice and Planning

Collaborative planning and advice integrated with SunTrust SummitView® and delivered through the Essential Elements of Wealth.

  • Planning
  • Banking
  • Risk
  • Investments
  • Estate
  • Education

Tailored Solutions

Solutions to meet the needs of Signature clients:

  • Advisory and investment solutions
  • Banking solutions
  • Private Wealth Credit Card
  • Credit solutions
  • Private Wealth Mortgage

Team Delivery

Planning and solutions delivered by a team of knowledgeable advisors and specialists who understand your unique needs and specific situation:

  • Wealth management professionals
  • Subject matter specialists

Service and Benefits

  • Welcome program
  • Enhanced fraud remediation
  • Enhanced mobile deposit
  • Client events
  • Client education
  • Digital portal
  • 24/7 access to support through Private Wealth Client Care

Your life, your needs, your dreams and ambitions know no bounds. Don’t settle for a wealth management experience that limits your full potential.

Learn how PWM Signature can help you achieve the objectives that are most important to you.

Discover the benefits of becoming a Private Wealth Signature client.

Articles and resources that can help you on your journey.

SunTrust Private Wealth Management’s Market Perspective provides timely insights into current market events and explains what the latest events might imply for your investment portfolio.

 

Read the Latest Report >

SunTrust Private Wealth Management’s Global Perspective presents deep insights into current global events and the macro-economic implications these events may have on your portfolio and your investment strategy.

 

Read the Latest Report >

DISCLAIMERS

Asset requirements for program participation eligibility are based on managed assets held with SunTrust.

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.

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Wealth Management Resource Center

  • Global Perspective

    SunTrust Private Wealth Management’s Global Perspective provides a view of the latest global economy and market events. Read the latest report here.

  • 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.

  • Contact Us

      To speak with a Private Wealth Management advisor.

      866.495.5416