Financial solutions to help shape your legacy.
We work with you to protect your assets, provide for your heirs, fulfill your wishes, and build a lasting legacy. From an investment management account to a comprehensive estate plan, we have a team of professionals to help every step of the way.
Investment Management
If you have a diverse financial portfolio, we’re here to help preserve and grow the assets you hold—individually or in retirement accounts, trusts or any other investment vehicles. Your dedicated relationship manager will share your passion to build and maintain wealth, and will shoulder the duties of everything from planning to transactions and taxation with professional guidance.
Trust Administration
If you’ve established a trust to protect your assets and provide for your loved ones or the organizations you hold dear, the choice of a trustee is a crucial decision. You can rely on us to administer your trust over time. As your designated trustee, we’ll carefully select and monitor prudent investment managers and provide thoughtful guidance and oversight to your heirs.
Estate Planning & Settlement
Creating a comprehensive estate plan can help protect your assets, minimize taxes, and provide for the future of your family. Our team will work closely with you to understand your wishes. Then when the time comes to settle your estate, we can relieve the administrative burden on your loved ones, offering guidance based on a clear understanding of your intentions.
Important Disclosure Information
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Investment products and services are provided and offered through Synovus Securities, Inc. (SSI), a registered Broker-Dealer, member FINRA/SIPC and an SEC Registered Investment Advisor, Synovus Trust Company, N.A. (STC) and Creative Financial Group, a division of SSI. Trust services are provided by STC, a subsidiary of Pinnacle Bank, a Tennessee bank. Investment products and services are not FDIC insured, are not deposits of or other obligations of Pinnacle Bank, are not guaranteed by Pinnacle Bank, and involve investment risk, including possible loss of principal amount invested. SSI is a subsidiary of Pinnacle Financial Partners, Inc. and an affiliate of Pinnacle Bank, a Tennessee bank, dba Synovus Bank, and an affiliate of STC. You can obtain more information about SSI and its Registered Representatives by accessing BrokerCheck.
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