Wealth Management for the Affluent
Dedicated to Helping you Build and Extend your Legacy
The advantages and privileges of significant wealth are accompanied by special challenges:
- Effectively managing complex portfolios and structures through changing times…
- Equipping the next generation to receive and optimize their legacy…
- Ensuring that the advice of multiple advisors is fully coordinated for optimum effectiveness.
Welcome to the private client group of Sterling Capital Management. Our singular mission is to assist families of significant wealth with all investment management and private banking needs with objectivity, flexibility and discretion.
As the private wealth management group of Sterling Capital Management, we have a strong heritage of serving sophisticated individual and institutional investors.
As part of BB&T Corporation, one of the nation’s largest financial institutions, we bring comprehensive resources to ensure a fully integrated, customized financial strategy for each client.