Sarah Welch

Sarah W. Welch, CFP®, CEPA
Senior Vice President Medical Wealth Advisor Truist Bank

Truist Plaza

303 Peachtree Street,

Atlanta, GA 30308-3200

sarah.welch@truist.com

Phone 404-813-8936

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About me

Background

Sarah Welch, Wealth Advisor, CFP ®, CEPA is an experienced Wealth Management and Servant Leader with 20+ years of experience building and guiding high-performing teams that specialize in providing distinct wealth management solutions and experiences for clients. Her aim has always been to help individuals, executives, business owners and family offices achieve their financial goals, nurture their families, grow their businesses, and provide a roadmap for purpose, security, and business continuity and/or transition. Sarah’s greatest strengths are her genuine care for her clients, strategic and financial planning, and specialist collaboration to deliver results.

As a Medical Wealth Advisor with Truist Wealth’s Medical Specialty Group, Sarah works exclusively with high net worth and ultra-high net worth Physicians, Healthcare Executives, and Healthcare Business Owners. She has a keen understanding of the unique challenges and opportunities faced before, during, and post-business transition. The goal is to build the right team, to deliver the right advice, at the right time. She helps clients plan and execute forward on two concurrent paths: personal and business. ONE goal: Value creation.

With a deep understanding of both the challenging decisions and unique possibilities wealth presents, Sarah starts with care, leads with listening, and collaborates to help you and your family reach goals, preserve values, and foster a legacy to leave a lasting impact.

As a committed wife, mother, friend, and philanthropist, Sarah strives to inspire the best in others and coordinate resources to reach potential. The goal is always to foster excellence, for today and through multiple generations. 

#PurposeDriven believer in #UnstoppableTogether

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida State University 1997 2001

Personal Interests

Outside of the office, Sarah enjoys spending quality time with her family, traveling, reading/writing books, and exercising. She has been a Big Sister for >15 years and volunteers frequently with her church, healthcare foundations, and organizations advocating for youth and underserved populations. In all areas of her life, she aims to inspire motivation and foster excellence, creating a "Community of Champions." 
Everyone has a vision and a Purpose… Sarah can't wait to hear yours!

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

Locations

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About Our Process

Show Transcript Hide Transcript
My name is Sarah Welch and I'm a medical wealth advisor located in Atlanta, Georgia. As a true Atlanta native with a robust background in wealth management, I've witnessed the transformation of the bank where my father worked from Trust Company, Bank of Georgia to its current form as Truist Bank. This firsthand experience has given me invaluable insights into the evolution of banking and the wealth management needs of clients. As a medical wealth advisor, building meaningful relationships with physicians and health care executives is not just a job for me. It's my passion. Being a certified financial planner allows me to simply go beyond managing finances. I lead with listening and take a holistic approach considering all aspects of my clients financial lives. I help clients plan for retirement, education, gifting, buying into or transitioning a business or protecting their assets. At Truist, we believe in the power of a collaborative team of specialists to help you increase your chances of reaching your financial goals. For my many years of serving families in finance, I have learned that money is never the driver. Money is simply a tool that supports our drive to fulfill needs, support our families and impact the world we wish to create outside of the office. I enjoy reading and writing books, spending time with my family and exercising, using my time and talent to positively impact lives. Now, that's my purpose. Everyone has a vision and a purpose, I can't wait to hear yours.

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