The Mainsail Group of Truist Investment Services, Inc. The Mainsail Group of Truist Investment Services, Inc.

The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

TheMainsailGroup@truist.com

Phone 540-510-3230

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Who we are

The Mainsail Group of Truist Investment Services, Inc. is a team of highly dedicated investment and wealth management professionals.  With over 150 years combined financial services experience, we employ a holistic approach to serve the needs of affluent individuals, families, and businesses both locally and across the country. Our mission is to form long lasting relationships with our clients as an essential partner in helping them achieve financial success at any stage of life.

Our commitment to this mission is defined by three core principles:
  1. Personalized Approach: Confidence that comes from knowing where you stand.
  2. Tailored Guidance-Comfort: Comfort in knowing you have a financial advisor team as stewards and advocates.
  3. Lasting Relationships: Assurance that comes from a long-term working relationship based on trust.
Our team possess a deep understanding of the wealth management challenges and opportunities facing individuals and families with significant means.

Our clientele is comprised of a select group of affluent families, business owners and corporate executives who value our comprehensive planning approach to preserving wealth, pursuing goals and establishing financial legacies. This approach allows us to concentrate the due attention on each relationship and the unique needs therein, with our primary focus on quality client service.
 
 The Mainsail Group has participated in rigorous training and accreditation in a range of sophisticated wealth management strategies and techniques.
 
 The Mainsail Group is a seasoned practice providing advice and solutions not exclusive to the areas of: 
  •  Active investment management
  •  Financial planning and cash flow analysis
  •  Estate tax exposure
  •  Philanthropy and charitable giving
  •  Risk assessment, asset allocation recommendations and tailored investment solutions
  •  Coordinating with clients’ team of advisors (e.g., attorney, CPA, etc.)
Access to the broad platform of financial resources and intellectual capital at Truist Investment Services, Inc. allows us to create truly customized solutions for our clients. 
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

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

  • 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

As your Wealth Management team, we listen to what is most important to you. We leverage the experience and strengths of each team member to provide solutions that help you build, manage, protect and transition your wealth.  

Supported by the resources of Truist Bank, we build a team of experts around our clients including Wealth Advisors, Wealth Planners and Trust Officers to deliver a friendly, client focused, understandable and comprehensive wealth management plan designed to address the unique goals and needs of each of our clients.
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    Locations

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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