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.

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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Here are six of today’s top priorities, along with tips for working with your advisor to keep your financial planning on track.


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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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