Truxton Wealth
The Truxton Wealth team works with high-net-worth and ultra-high-net worth individuals, families, and business owners to help navigate life’s complexities through thoughtful and strategic financial guidance. Our team is deliberately organized to oversee fewer clients per team member and comprised of professionals who can advise across taxes, investments, estates, trusts, philanthropy, retirement, and more.
Wealth Advisory
- Estate & Trust Advisory
- Tax Strategy & Mitigation
- Wealth Transfer Strategy
- Cash Flow Forecasting
- Retirement Strategy
- Philanthropic Planning
Investment Management
- Investment Policy Development
- Portfolio Transition
- Institutional Investment Strategy
- Risk Management
- Non-Traditional Asset Management
- Tax-Efficient Management
Family Office Services
- Trustee & Executor Services
- Long-Term Care Management
- Assistance with Life Events
- Intergenerational Planning
- Bill Pay & Concierge Services
- Private Banking Services
- Philanthropic Administration
- Family Education & Governance
Dedicated, Multi-disciplined Team
Our steadily growing team is deliberately organized to oversee fewer clients to ensure a greater level of attention and service for each of our client families, promoting deeper relationships that extend across generations.
For each Wealth relationship, we bring you a curated team of specialists to support your day-to-day lifestyle and meet your unique financial needs. Clients have access to a deep bench of wealth experts including credentialed financial planners and advisors (CFA®, CFP®, CTFA), tax specialists (CPA), and attorneys (JD).
An experienced team of professionals provides customized solutions to its clients’ complex financial needs
wealth professionals
active client relationships
average client relationship
represented by client relationships
The Truxton Difference
Truxton Wealth clients benefit from an exhaustive and comprehensive look at your finances, identifying potential risks and opportunities, with the ultimate goal of achieving your near- and long-term financial and legacy goals.
- Review wills and trusts
- Inventory all assets and allocations
- Review entities and ownership structures
- Review tax returns and life insurance
- Define family goals
- Identify unique circumstances
- Review complete balance sheet
- Recommend opportunities for wealth planning
- Create an appropriate investment policy
- Ensure proper asset titling
- Plan succession and governance
- Create an investment implementation plan
- Collaborate with attorneys and CPAs
- Recognize new circumstances
- Provide consistent feedback
- Optimize income and tax liabilities
- Keep organized and thorough records
- Know the stakeholders and help them understand the plan
