Managing Personal Wealth
You didn't build wealth by doing it like everyone else. You've seen opportunities where others haven't. Put in the hours that others wouldn't. Arrived at the next level sooner than you ever imagined.
At every stage in life, optimizing your resources is important. With each successive stage, it grows more complex. This is where the right relationship makes all the difference.
That's why BB&T Wealth provides a continuum of support as you transition from the early years of wealth accumulation to the time when asset preservation takes priority and attention shifts to gifting, sheltering and distribution. All tailored to your goals. Your life. Your journey.
Where are you on your journey?
Managing everyday finances wisely is simple with all that BB&T has to offer:
- Access funds and make deposits with a Vantage Checking account
- Make purchases and earn rewards with a Vantage Visa Signature® Credit Card
- Enjoy premium savings rates with a Vantage Investor's Deposit Account
- Keep your money working for you around the clock with a Vantage Asset Management Account
- Monitor your accounts, create budgets, pay bills, transfer funds, set up alerts and more—all online or using your mobile device—with U by BB&T®
Throughout your life, you're going to experience various events—some planned, some not—that will impact your finances.
- Partner with your BB&T Wealth advisor to plan appropriately for the ones you know about and make smart decisions about the ones that surprise you
- Secure fitting solutions regardless of your life event whether you're changing jobs, getting married, having kids, purchasing homes, caring for aging parents, or retiring
- Balance competing financial goals with career and family obligations
No matter your financial situation, it’s important to take all of your goals into consideration together to maximize the likelihood of achieving them.
- Define and discuss your goals and objectives with your BB&T Wealth advisory team
- Evaluate where you stand today against them and understand the trade-offs necessary to reach your goals with an in-depth analysis of your financial circumstances
- Develop strategies aligned with your goals through personal financial planning which provides a detailed plan that is comprehensive, objective, understandable and actionable
- Implement your plan and review progress over time with your BB&T Wealth advisor and Financial Planning Strategist
You worked hard to grow your wealth, and ensuring the proper execution of your strategy can have a meaningful impact on your net worth.
Ready to take the next step?
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Comprehensive financial planning
A strategy designed just for you that considers all of your personal needs and business plans.
With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.
Mortgages, lines of credit, and customized lending solutions can be powerful monetary levers to support your overall financial strategy.
The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.
Retirement and investing
A detailed plan and customized investing strategy will position you to meet your short- and long-term goals.
Trust and estate planning
You can leave an enduring legacy that protects your estate while supporting your philanthropic interests.
Optimizing business wealth
Grow your business, protect its value, and make a transition plan.
Planning for retirement
Develop your strategy with a holistic vision that addresses every stage of your retirement journey.
Shape a legacy by protecting your assets while giving back.