The Shaffer-Perez Group of Truist Investment Services, Inc. The Shaffer-Perez Group of Truist Investment Services, Inc.

The Shaffer-Perez Group of Truist Investment Services, Inc.

22550 Davis Dr

Sterling, VA 20164-4449

Who we are

The Shaffer-Perez Group is a successful practice working with multigenerational families on complex estate, tax*, and business succession planning; including risk management; and designing tailored investment management solutions after liquidity events. The team works to surround a client’s family with enough specialists and advisors to provide the needed advice and guidance.

True collaboration begins with listening: striving to gain an intimate understanding of a client’s current situation, goals, dreams, and other important aspects of their life. It is the context that allows us to devise a finely tuned financial plan for a client’s future that is also aligned with their family’s values. The recommendations we make strive to provide clients' with the strongest possible sense of confidence and control to address their goals.

*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.
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22550 Davis Dr,

Sterling, VA 20164-4449

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

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