Truist Wealth

Financial ServicesNorth Carolina, United States1001-5000 Employees

Truist Wealth operates within the financial services sector, offering guidance on wealth-building, asset protection, and retirement income planning. It emphasizes working with an advisor to translate personal goals into concrete strategies and solutions designed to evolve with the client’s circumstances. Based in Charlotte, North Carolina, its wealth-management activities are conducted through Truist Investment Services, Inc., a wholly owned non-bank subsidiary of Truist Financial Corporation that provides securities and insurance products as part of its advisory offerings.

The firm serves individuals at various stages of their wealth journey, aiming to help them secure a more stable financial future through collaborative planning. Recent developments in 2026 include expansions of offices in Pennsylvania and New Jersey and leadership appointments in that region, reflecting a push to grow its regional footprint.

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