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

The Scott Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

thescottgroup@truist.com

Phone 804-782-8823

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Who we are

The Scott Group is an established advisory practice providing highly personalized financial planning, comprehensive investment strategy, and customized multigenerational wealth transfer advice for high net worth individuals, families and successful business owners.

The team was assembled over the last three decades by past Scott & Stringfellow Chairman, S. Buford Scott, who instilled a culture of exceptional service and ‘clients’ interests first’ advice. Scott Group clients tend to value the emphasis on financial wellness, regular and proactive communication and independent thinking on how best to navigate the risks and rewards of the markets.  

As a team of financial professionals with complementary skills, the Scott Group works with our clients' other professional advisors (i.e. CPA, Estate and Trust Attorney, Private Banker, etc.) to help create and coordinate seamless solutions in the planning and management of their financial assets. 
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • 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

  • 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

  • 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.

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

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

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

Financial planning is the starting point and, indeed, the very heart of our financial advisory practice. However, unlike many in our industry, we use a relatively brief – some would say fun – approach to help uncover what is most important to you. The five card process allows us to ‘get behind the curtain’ in order to understand what clients are trying to achieve in their financial lives and how they prioritize their goals.

Next, we design a comprehensive investment portfolio built around their risk appetite, needs and goals. In a sea of cookie cutter approaches, we focus on customizing a strategy built to suit the unique objectives and constraints of each investor and look to achieve solid long term financial confidence.

We have regular calls with clients designed to review financial goals and monitor investment performance. During this step and through candid conversations, we tend to discuss the possible changes in their personal circumstances and suggest adjustments to address new goals, requirements or opportunities.
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