SunTrust SummitView®

Simplicity, Convenience and Confidence.

Those are three words very rarely associated with managing complex wealth issues; but thanks to SunTrust SummitView they now can be.

Our innovative, collaborative, web-based financial planning solution allows you and your advisor to work together on building and monitoring a custom financial plan—whenever and wherever time permits. At any point in time, you'll know where you are in relation to your goals, so you can quickly make adjustments to get back on track.

Watch a Quick Overview of How SummitView Works:

Watch a Quick Overview of How SummitView Works

SunTrust SummitView allows you to:

  • Enjoy a fully integrated view of your total financial picture by consolidating all your investment accounts (both here at SunTrust and elsewhere) in one place
  • Establish multiple goals and track your progress towards them so you know whenever modifications to your plan are needed
  • Model various "what if" scenarios to see how spending, investment and economic changes might affect your wealth
  • Store important financial documents (e.g., wills and trusts) safely and securely

Articles and resources that can help you on your journey.

The internet has become the new frontier for outlaws. Find out what can you do to reduce the chance of identity theft and the steps to take if you think your identity has been compromised.


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Learn how to choose a financial advisor and what to expect from the advising process.


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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.

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