Truist Wealth
Financial Advisors
· Charlottesville, VA
Published in partnership with Truist Wealth
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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.
Best for: High-net-worth families, Business owners, Foundations and endowments, Executive compensation planning
Service area: Charlottesville, Roanoke, and Harrisonburg, VA
130+ Years Combined Experience: The team brings extensive expertise specifically serving high-net-worth and ultra-affluent families, business owners, and institutional clients.
Intergenerational Wealth Succession: Specializes in developing comprehensive succession planning solutions for wealth transfer and family legacy preservation.
Alternative Investment Access: Offers open-architecture investing platform with exposure to alternative investments, private equity, and private debt offerings beyond traditional securities.
Book online: Book Online Now →
Phone: (434) 971-8557
Address: 310 Heather Heyer Way STE 100, Charlottesville, VA 22902 (Get directions)
Website: truist.com