Private Wealth Management Solutions

Complex wealth requires more than investment management.

Whether you need to secure a line of credit to manage cash flow, or require a trust or insurance strategy to effectively distribute assets to your beneficiaries, SunTrust will help you look beyond your portfolio to create a totally integrated private wealth management solution where your investment, banking, retirement, insurance and estate planning needs all work in concert rather than competition.

Uncover the breadth of our wealth management capabilities:

Explore our Investment Advisory Group’s economic and financial market insights and investment strategy guidance.

Simplify your financial life, enhance liquidity and facilitate the movement of money to address evolving needs.

Let us help you envision, clarify and prioritize your goals and strategies to plan for a comfortable retirement.

Managing risk isn’t just a portfolio concern; it’s also about protecting you, your lifestyle and those you love.

Ensure that your estate is distributed according to your wishes, and working with your attorney, help preserve your family’s assets for generations.

This online portfolio management software will enable you to access and view detailed asset and transaction information on your trust system account.

Find a Private Wealth Advisor for your specific needs.


Articles and resources that can help you on your journey.

Learn about the global economic backdrop, and our view on global trends and equity and fixed income markets.


Read the Full Report >

SunTrust Private Wealth Management’s Market Perspective provides timely insights into current market events and explains what the latest events might imply for your investment portfolio.


Read the Latest Report >

SunTrust Private Wealth Management

Learn more about the services and benefits we provide.

Investing Amid a Carousel of Concerns

Watch the SunTrust Investment Advisory Group’s 2019 Outlook Video

Get the latest market insights.

Read the latest commentary by our Investment Advisory Group.


1 Insurance products and services are offered through SunTrust Investment Services, Inc., a licensed insurance agency.

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.

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.