Service Models & Offerings | SunTrust Wealth Management

Wealth Management Service Offerings

Wealth management solutions aligned to your specific needs.

Your wealth, your goals and your needs aren’t fixed or static; they are constantly evolving. Early on, your needs are often simpler – saving for retirement, paying off debt and managing cash. But as both your wealth and family grow, other considerations such as income protection, educational savings and legacy planning come into the picture. And for those lucky enough to amass considerable wealth, additional tax, philanthropic and estate planning concerns take center stage.

At SunTrust, we’ve structured our service offering to adapt to your life – ensuring that you’ll have access to the expertise and resources you require no matter how much your wealth management needs may change over time. Rest assured; you’ll never outgrow us.

Client Advisory Center ($50,000-$100,000)

By combining technology along with a team of experienced advisors, this unique service model offers you access to needs based financial planning and a disciplined investment process.

 

To learn more call 844-206-8900.

Premier Banking & Investments ($100,000 - $1MM)

In addition to a dedicated Premier Banker who will work with you to create a custom, detailed financial plan, Premier clients have access to exclusive preferred rates, rewards and discounts.

Private Wealth Management ($1MM - $5MM)

Work with a dedicated Private Wealth Advisor supported by a team of specialists to develop a fully integrated wealth plan that incorporates custom investment strategies, cash management and lending, tax and estate planning. Enjoy access to private events and exclusive rates and offers.

Private Wealth Management RESERVE ($5MM - $25MM)

Gain access to an even greater array of trust, philanthropic, tax and estate planning expertise, cash flow planning, concierge-level services, healthcare advocacy and exclusive events and discounts.

GenSpring Family Offices ($25MM+)

Sustaining and growing ultra-high net worth family wealth across generations requires a CFO to oversee and coordinate even the most sophisticated challenges.

Articles and resources that can help you on your journey.

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

 

Listen to Podcast >

SunTrust Private Wealth Management’s Global Perspective presents deep insights into current global events and the macro-economic implications these events may have on your portfolio and your investment strategy.

 

Read the Latest Report >

DISCLAIMERS

1 Asset requirements for program participation eligibility are based on managed assets held with SunTrust.

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.

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Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

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