Private Wealth Management

  • Couple receiving financial advice

    • Confidence for whatever life brings.

    You've prospered by trusting your instincts and challenging yourself. You want to be guided. You want expert advice without giving up control. And you want to be certain your interests are well represented. At SunTrust Private Wealth Management we help you look beyond the portfolio—taking time to learn your needs, wants and aspirations so you are prepared for whatever life brings.

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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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    Which areas of your financial life do you want to focus on?

    To start your journey to financial well-being, select from one of the following life priorities:

    Family

    From education planning and eldercare to insurance and estate planning, let us help protect and ensure the well-being of those you cherish.

    Retirement

    How do you know if you are on track? It’s as much about clarifying and prioritizing your goals, as it is about how much you have saved.

    Wealth Transfer & Inheritance

    Wealth affords you the resources to live the life you desire and to make a profound difference in the lives of future generations.

    Work & Career

    To get where you want to go, both sides of your financial life—professional and personal—need to work in concert.

    Health & Wellness

    Even for wealthy families, an unexpected healthcare event can have a devastating impact on a lifetime's worth of savings.

    Women and Investing

    Independence can be achieved by joining the financial conversation if you haven’t already. Your participation will provide a greater degree of confidence in both your plan and your financial future.

    Considerations for LGBT

    Now that so many hurdles have finally been eliminated, it's time to bring equality to your financial life as well.

    Philanthropy

    Interested in leaving a philanthropic legacy to help your community and engage the next generation in supporting mission driven institutions? We can help.

    How do you make your goals more actionable?

    Discover how our unique goals-based planning process allows you to walk away with a greater awareness about yourself and the things that are most important to you.

    Our Goals-Based Process

    Don't try to force-fit your needs into a rigid financial planning process. Our process is flexible enough to adapt to you and your priorities and evolving needs.

    SunTrust SummitView

    Are you on track to your financial goals? See how our innovative, collaborative planning solution can bring you simplicity, convenience and confidence.

    Collaboration with your Advisor

    Managing wealth isn't a solo act. Supported by a team of specialists, your advisor is your personal advocate—always.

    Which strategies and solutions are right for you?

    Complex financial lives require specialized expertise that draws on a wide range of banking, investment, retirement, estate planning and insurance solutions—all integrated for your needs.

    Banking Solutions

    From cash management to credit and lending, we'll help you access the liquidity you need.

    Investment Philosophy

    Your investments should do something, not just be something. Find out how our different approach to portfolio construction may work for you.

    Trust & Estate Solutions

    Whether you're looking to minimize taxes, maximize a legacy, provide for a dependent with special needs or ensure a smooth transition of your family business, our specialists can help.

    Retirement Solutions

    We can work with you to determine the optimal mix of tax-deferred and taxable savings based on your retirement and legacy goals.

    Insurance Solutions

    Managing risk isn't just a portfolio concern—it’s also about income replacement and asset protection strategies to safeguard your family's lifestyle and legacy.

    SunTrust PortfolioView

    Managing risk isn't just a portfolio concern—it’s also about income replacement and asset protection strategies to safeguard your family's lifestyle and legacy.

    Specialty Groups
    Specialty Groups

    Unique needs require specialized expertise. Find out more about our dedicated specialty groups for medical, legal, and sports and entertainment professionals.

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    Why Choose SunTrust?
    Why Choose SunTrust?

    We have the expertise to prepare you for and guide you through the financial moments that matter.

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    SummitView

    See how our innovative, collaborative planning solution guides you along your financial planning path.

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    Find a Private Wealth Advisor for your specific needs.

     

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    DISCLAIMERS

    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

    • Contact Us

        To speak with a Private Wealth Management advisor.

        866.495.5416

         

     

    Investment and Insurance Products:

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

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    SunTrust, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are trademarks of SunTrust Banks, Inc. All rights reserved. All other trademarks are the property of their respective owners.

    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 offered through SunTrust Mortgage, a tradename for SunTrust Bank, and loans are made by SunTrust Bank.

    "SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

    SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

    SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.