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

  • 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.