Goals-Based Wealth Management and Financial Planning

You have a clear vision. Now let's make your financial goals actionable.

Aren't you a lot more likely to do something when you have a good reason for taking action? That's the essence of goals-based wealth management — taking vague goals like retirement and crystallizing and quantifying them to figure out an optimal investment strategy that's specific to your needs.

"SunTrust has been awarded a 2017 Greenwich Excellence Award for overall satisfaction in wealth management and personal investment solutions. SunTrust was one of only three banks, and six financial services companies, to receive this distinction among the more than 150 providers that were evaluated."*

How we approach goals-based planning.

The mission of every SunTrust advisor is to distill the complex universe of financial choices down to a critical few recommended actions that will most positively impact your financial well-being:

  • What could you do?
  • What should you do?
  • And what should you do first?

Discover more about how our unique financial planning experience allows you to walk away with a greater awareness about yourself and the things that are important to you:

Our Goals-Based Planning Process

Discover how goals-based planning can bring greater confidence to your wealth management decisions.

SunTrust SummitView®

Explore our innovative, online collaborative wealth planning solution that guides you and your advisor along a customized financial planning path.

Collaborating with Your Advisor

Find out how you and your advisor will tap into investment, tax, banking, estate planning and insurance expertise to create a comprehensive plan.

Articles and resources that can help you on your journey.

Does your financial plan address more than just retirement? Find out what types of planning make sense for you.


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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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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.

* Source: Greenwich and Associates 2018. Greenwich Associates selected the Excellence Award winners based on the findings of more than 10,000 interviews with business owners and executives across the U.S. In previous years, SunTrust Private Wealth Management has won Excellence Awards for investment advice/ideas (2015 and 2016) and overall satisfaction (2016).

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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.