Wealth Management and Private Bank

Understanding our offerings to find the right fit

Find a tailored approach designed to fit your life - today and tomorrow

Whether you’re just starting to build wealth or navigating complex multi generational needs, PNC offers distinctive wealth and investment experiences that meet you where you are and help bring your goals to life.

Why PNC?

Comprehensive planning

Flexible options that evolve with your life and changing market conditions

Intergrated services

Holistic guidance across investing, banking, and borrowing needs

Tailored solutions

Personalized portfolios and wealth strategies built around your goals

Knowledge & insight

Access to the tools, insights, and the experience of a national financial institution

Explore which PNC Relationship is Right for You

PNC offers two options for managing your wealth based on where you are in your journey, your goals, and the complexity of your assets.

PNC Wealth Management

Best for:
Individuals and families seeking flexible, goals‑based investing, personalized advice, and support navigating key life milestones

  • Goals‑based planning aligned to life events like buying a home, planning for retirement, or saving for education
  • Personalized guidance, supported by powerful digital tools
  • A broad set of investment solutions, including brokerage accounts, IRAs, and managed portfolios
  • Access to PNC insights and market perspectives
  • Investible Assets
    $0 (self-directed)
    $5,000 (advised)

PNC Private Bank

Best for:
Individuals, families, and business owners with complex wealth and multi‑generational planning needs, seeking deeper expertise and a coordinated advisory team

  • Comprehensive wealth strategy, trust & estate administration, credit structuring, philanthropic planning, and business succession support
  • Access to a specialized and coordinated team of advisors
  • Support for family legacy, complex balance sheets, and high‑stakes decisions
  • Thought leadership and insights tailored to high‑net‑worth and ultra‑high‑net‑worth families
  • Investible Assets
    Typically >$3 million1