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.
Generosity takes many forms—but not all charitable giving is created equal from a tax perspective.
In this piece, Buck Patton, CFP®, CPWA®, walks through several common ways individuals give, highlighting opportunities to be both charitable and tax‑efficient.
This is Part One of our new Charitable Giving series, designed to provide practical guidance and thoughtful context for more intentional giving.
Markets continue to balance competing forces as we move through 2026. Economic growth remains supported by AI‑driven investment and fiscal stimulus, while inflation has moderated meaningfully from recent highs. At the same time, geopolitical risk – particularly in the Middle East – has reintroduced uncertainty around energy prices and monetary policy.
In his latest Markets & Investing commentary, Drew Mallory, CFA shares his perspective on the macro backdrop, asset class opportunities, and portfolio positioning in a more balanced market environment.
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.
