Our Goals-Based Wealth Management Process

Tell Us Your Story.

We all have goals. Some people even make an effort to write them down. But not many will ever take the time to prioritize and evaluate their goals. And only a precious few will ultimately end up taking action. At SunTrust, our mission is to help you become one of those precious few.

Instead of trying to force-fit your needs into a rigid financial planning process, we believe the process should be flexible enough to adapt to your evolving needs. In order to accomplish this, we:

  • Listen

    Rather than trying to dazzle you with our expertise, our advisors prefer to listen so we can understand your personal history and past decisions, your goals, your resources and your dreams.

  • Prioritize

    We’ll help you understand which of your goals are most achievable and the optimal behaviors that will get you moving in the right direction.

  • Synchronize

    Instead of focusing on each individual goal in isolation, we work with you to examine the interaction of multiple goals and the implications they can have on each other.

  • Distill

    Lastly, we help simplify a whirlwind of planning options, identifying just a few recommended actions that will most positively impact your financial well-being.

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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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Articles and resources that can help you on your journey.

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


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Find out how the road to improving your financial picture starts with understanding your personal biases.


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