The Fenton, Kaul, Koustenis Group of Truist Investment Services, Inc. The Fenton, Kaul, Koustenis Group of Truist Investment Services, Inc.

The Fenton, Kaul, Koustenis Group of Truist Investment Services, Inc.

4020 University Dr.

Suite 201,

Fairfax, VA 22030

thefentonkaulkoustenisgroup@truist.com

Phone 703-442-4019

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Who we are

The Fenton, Kaul, Koustenis Group of Truist Investment Services, Inc. provides a highly personalized approach to financial empowerment based upon our basic beliefs and commitment to service, comprehensive financial planning, disciplined investment strategy and execution. As client advocates, our mission is to provide objective guidance and proactive stewardship to help build and preserve wealth for our clients and future generations.

With over 75 years of combined experience, The Fenton, Kaul, Koustenis Group specializes in providing wealth planning for individuals, business owners, executives, and their families. Our experience allows us to provide tailored investment solutions, financial life planning, tax and estate planning*, and risk management solutions. Understanding that successful wealth management often extends beyond a client’s balance sheet, our team can leverage many years of experience to help families navigate ever changing economic conditions and the unique challenges wealth can present. Our commitment in working with and for you is to always keep your best interests at the forefront of our relationship, which is why we partner with you, our internal team of specialists, and your personal advisors, from CPAs to attorneys.  

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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

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

  • 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

It's critical to start with a plan to address specific objectives in life to help create a higher level of confidence. 

The financial plan is the cornerstone of our client-advisor relationship. We invest the time to get to know a client’s financial dreams and aspirations so that we can build a working document that will serve as the focal point for measuring the progress of their financial journey. (For individuals not seeking financial planning, the scope of an effective plan may include such topics as budgeting, investing, and all forms of planning, including tax*, insurance, retirement, and, if necessary, estate.)

Our structured approach to planning follows a logical path:
  • The discovery meeting: The financial planning process is all about the client. Through a friendly conversation, we get to know what matters most to and keeps them up at night. We’ll gather pertinent documents and data points during this meeting as the raw materials to begin to build a plan. 
  • Presentation of our findings: We share with the client a detailed, easy-to-follow roadmap, including the necessary investment vehicles and amounts needed to fund them to help address their financial goals.  
  • Implementation: The investment of the client’s capital begins, within agreed-upon accounts and investment risk profiles. 
  • Monitoring and reviewing: We provide quarterly reviews of the client’s investment allocations and performance to make sure that they are tracking appropriately to address the goals set forth in the financial plan.
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