Managing your wealth and everything it intersects
More than just expertise, more than just high-touch, Truxton provides you and your family with a sustained advantage - services that nourish and fortify your financial assets in pursuit of greater resilience and peace of mind.
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Wealth
Works with high-net-worth and ultra-high-net-worth families to manage their wealth and everything that it intersects.
Banking
Provides creative lending solutions and personalized depository services for families and their financial needs.
Capital Advisors
Offers family-owned businesses with consultative services and investment banking strategies to meet their capital needs.
Between packing twin sheets and stocking snacks in the dorm room, there’s one critical step many parents overlook when their child leaves for college: legal preparation. Once your child turns 18, you can’t automatically access their medical or financial information. A financial power of attorney, healthcare power of attorney, and HIPAA release can change that — giving you peace of mind while they gain independence.
In this piece, Erin Byrum, JD, AVP Wealth Advisor, highlights the legal steps parents should take before or soon after move-in day to ensure they can step in during medical or financial emergencies without delay.
If you thought 2026 would bring higher individual rates, lower exemptions, and expiring business incentives, think again. The One Big Beautiful Bill Act (OBBBA) freezes many TCJA-era benefits in place—and adds new, temporary deductions that create a 2025–2028 “planning sprint.” Families and founder-led businesses should re-run their models now.
Great advising isn’t just about technical know-how. It means understanding the full picture, offering clear guidance, and having the courage to say what we believe is best. When decisions get tough, you need someone who understands your vision and tells you which way to go.
In this piece, Spence Dabbs, Managing Director, Sr. Wealth Advisor, details Truxton’s unique approach to wealth advisory and what it really takes to deliver sound and effective guidance.
