Truist Wealth

The Jefferson Group of Truist Investment Services provides comprehensive wealth management for high-net-worth families, business owners, foundations, and trusts across Virginia. With over 130 years of combined experience, the team offers financial planning, investment management, and intergenerational wealth succession strategies using a holistic approach. They specialize in portfolio management, cash-flow forecasting, tax planning, executive compensation, and access to alternative investments and private equity.