Wealth Strategy

Helping you meet your financial objectives now and in the future

A sound wealth strategy provides a road map for protecting and preserving your family’s assets, or those of your business.

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Our Approach

Our process is based around a consultative team approach.

We undertake a deep discovery process and take the time to understand you, your family, and your unique values, goals, and objectives.

Our Wealth Strategists tailor customized solutions to you where you are in the planning process, ensuring that appropriate solutions are delivered to you at the appropriate time.

The solutions are part of an integrated approach to wealth management, and the outcomes delivered have a broader focus on defining a family's mission, legacy, and values. We act strategically and collaboratively as a cohesive professional advisory team, which would include your tax, legal, and business advisors, to ensure seamless implementation of all aspects of your wealth strategy needs.

Our Solutions

Family Wealth Transfer Planning

Wealth strategy plays an important role in safeguarding your family's wealth, avoiding unnecessary taxes, and ensuring that your legacy will continue. Your PNC Wealth Strategist will work with your attorney, tax advisor or accountant, and PNC Fiduciary Advisor, to design sophisticated, customized plans that can help you achieve a careful balance of control and flexibility, shaping your family's future while responding to its changing needs. We can assist you with:

  • Evaluating insurance needs
  • Protecting your assets
  • Planning for taxes
  • Transferring wealth and gifting
  • Developing a family or business succession plan

Actionable Insights To Help You Achieve More

Insights and ideas that are part of our commitment to help you make smart decisions today that will lead to a better legacy for you and your family.

Manage Assets

Come Together, Right Now: Climate Considerations for Investors after COP26

PNC’s Head of Responsible Investing answers your questions about the U.N. climate summit – and how climate change could impact your investments.

6 min read

Financial Markets

Weekly Market Watch

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

2 min read

Transferring Family Wealth

Perspectives: Navigating Our Extraordinary Times

Chief Investment Officer, Amanda Agati, provides her perspective on current market and economic conditions and Greg Valliere, AGF Investments Policy Strategist, considers what’s in store for 2022.

56:37 min video

Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy. You should seek the advice of an investment professional to tailor a financial plan to your particular needs. For more information, please contact PNC at 1-888-762-6226.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private BankSM, PNC Private Bank HawthornSM, and Hawthorn Institute for Family SuccessSM to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. 

“PNC Private Bank,” “PNC Private Bank Hawthorn” and “Hawthorn Institute for Family Success” are service marks, of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.

BBVA is a registered trademark of BBVA, S.A. and is used under license.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.