Private Wealth Management

Private Wealth Management1,2 brings your financial life and legacy together, creating a comprehensive plan that’s customized for you. Your Private Wealth Advisor will be your personal guide and single point of contact, working diligently to understand what you want to achieve in life and how you define success. Then, with a team of specialists in investment management, credit and banking solutions, financial planning, trust and estate services, and risk management, your advisor will develop a plan that’s designed to help you:

  • Pass on assets to your heirs
  • Manage medical expenses in retirement
  • Maintain your standard of living into retirement
  • Protect your wealth and property
  • Navigate complex employee benefit plans
  • Support a cause that’s important to you
  • Use credit to manage cash flow and income

Important Disclosure Information

  1. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck.

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  2. Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.

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