Jan-Peter Breugelmans serves as the Managing Director and Senior Wealth Advisor at Truist Wealth, where he leverages his extensive expertise to guide privately-held business owners, corporate executives, family offices, and professional investors through the complexities of wealth management. With a strong focus on a consultative...
Jan-Peter Breugelmans serves as the Managing Director and Senior Wealth Advisor at Truist Wealth, where he leverages his extensive expertise to guide privately-held business owners, corporate executives, family offices, and professional investors through the complexities of wealth management. With a strong focus on a consultative advisory approach, Jan-Peter and his team specialize in crafting tailored wealth management strategies that not only maximize investment opportunities but also address potential financial gaps.
In his current role, Jan-Peter is instrumental in developing comprehensive financial plans that encompass a variety of strategies, including risk management, diversification, and tax-efficient planning. His proficiency in legacy planning ensures that clients can effectively transfer wealth across generations while preserving their financial legacies. Additionally, Jan-Peter’s deep understanding of the unique challenges faced by business owners allows him to provide strategic credit solutions and investment advice that align with their long-term objectives.
Key projects under his leadership often involve collaborating with multi-family offices to create holistic financial strategies that integrate investment management with personal and business financial planning. His commitment to excellence in wealth planning is evident in his ability to navigate the intricate financial landscapes of high net worth individuals, ensuring that each client receives personalized service tailored to their specific needs. As a trusted advisor, Jan-Peter is dedicated to empowering his clients to achieve their financial goals while maintaining a focus on sustainable growth and wealth preservation.
