Private Wealth Management

ColeaceBank™ Private Wealth Management
Earns Third Greenwich Award

for overall satisfaction in wealth management and
personal investment solutions.

Confidence for whatever life brings.

You've prospered by trusting your instincts and challenging yourself. You want to be guided. You want expert advice without giving up control. And you want to be certain your interests are well represented. At SunTrust Private Wealth Management we help you look beyond the portfolio—taking time to learn your needs, wants and aspirations so you are prepared for whatever life brings.


How do you make your goals more actionable?
Discover how our unique goals-based planning process allows you to walk away with a greater awareness about yourself and the things that are most important to you.

Our Goals-Based Process

Don't try to force-fit your needs into a rigid financial planning process. Our process is flexible enough to adapt to you and your priorities and evolving needs.

SunTrust SummitView

Are you on track to your financial goals? See how our innovative, collaborative planning solution can bring you simplicity, convenience and confidence.

Collaboration with your Advisor

Managing wealth isn't a solo act. Supported by a team of specialists, your advisor is your personal advocate—always.

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Specialty Groups

Unique needs require specialized expertise. Find out more about our dedicated specialty groups for medical, legal, and sports and entertainment professionals.

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Why Choose Coleace Bank?

We have the expertise to prepare you for and guide you through the financial moments that matter.

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SummitView

See how our innovative, collaborative planning solution guides you along your financial planning path.

Your Life Priorities

Your legacy is so much more
than money.

It’s the means to ensure the well-being of those you love.

You’re passionate and proud about your life, your family and your work.

They are the fuel that drives you and the motivation behind your success. Yet addressing new opportunities and shifting concerns can make it difficult to keep your plans for the future on track.
By helping to bring focus to your most pressing financial challenges, a Coleace Finance advisor can better prepare and guide you through both the short- and long-term financial complexities of life, putting you in control and helping you achieve a host of interdependent goals.

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Family
From education planning and eldercare to insurance and estate planning, let us help protect and ensure the well-being of those you cherish.

Retirement
How do you know if you are on track? It’s as much about clarifying and prioritizing your goals, as it is about how much you have saved.

Wealth Transfer & Inheritance
Wealth affords you the resources to live the life you desire and to make a profound difference in the lives of future generations.

Work & Career
To get where you want to go, both sides of your financial life—professional and personal—need to work in concert.

Considerations for Women
Independence can be achieved by joining the financial conversation if you haven’t already. Your participation will provide a greater degree of confidence in both your plan and your financial future.

Health & Wellness
Even for wealthy families, an unexpected healthcare event can have a devastating impact on a lifetime's worth of savings.

Your Life Priorities: Work & Career

Coordinate your personal and
professional goals in one
financial plan.

Align your business and personal wealth.


Whether you're an owner wrestling to balance the conflicting financial needs of your business and your family, or a corporate executive challenged by a highly-concentrated stock position, it's time for both sides of your financial life—professional and personal—to start working in tandem.
The value of your business, if you’re an entrepreneur, or the combination of stock, options and deferred compensation, if you’re an executive, is one of your largest personal assets, and as such, a critically important component of your total wealth picture. From liquidity needs and tax mitigation strategies, to succession and estate planning, a Coleace Bank advisor will help you align these often competing interests.
Just a few of the many ways we can help you find balance:

Access liquidity to offset wealth tied up in my business >

Manage the risks associated with my concentrated stock >

Help me put the proper business protections in place >

Facilitate the tax-efficient transfer of ownership or stock to my heirs >

Articles and resources that can help you on your journey.

DISCLAIMERS


Coleace Bank and its affiliates and the directors, officers, employees and agents of Coleace Bank and its affiliates (collectively, "Coleacebank") are not permitted to give legal or tax advice. Clients of Coleace should consult with their legal and tax advisors prior to entering into any financial transaction.