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Wealth Management & Financial Planning
PNC Wealth Management® can help shape your future and that of the next generation
Wide Ranging & Customized Solutions
Your wealth needs are complex and multifaceted. That’s why we offer a wide range of advice, strategies and products for your family or business (regardless of size or industry). Work with PNC Wealth Management to effectively manage challenges and chart a path toward financial security for generations to come.
Wealth Strategy
We act strategically and collaboratively as a cohesive professional advisory team - including your tax, legal, and business advisors - to help ensure seamless implementation of all aspects of your wealth strategy.
Investment Management
We will work with you to design a customized investment program that includes access to a broad array of investment solutions, a culture of risk management and ongoing insights and communications.
Trust & Estate Services
When administering an estate, our team helps to reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.
Private Banking Services
We understand the unique financial challenges faced by families of wealth – from managing assets to growing and preserving wealth for generations to come. Let us help you to achieve your financial goals.
Services for Ultra-Affluent Families
A premier provider of family office services, Hawthorn, PNC Family Wealth® offers tailored wealth management solutions for ultra-affluent families ($20 million or more in investable assets). Our solutions help families build their legacies, while easing the complexities of considerable wealth so that family trees flourish for generations to come.
Our Team
Our seasoned financial professionals advise clients on a wide range of complex wealth planning issues.
We have credentialed practice group leaders with extensive experience planning for business owners, philanthropy, retirement, executives, insurance and wealth preservation.
We know the value of a strong relationship. We take time to gain a deep understanding of your lifestyle, risk tolerance and objectives and customize your plan, accordingly. As circumstances may change, we help ensure your plan reflects the changes.
Working with Us
Access to PNC Wealth Online
A powerful online account management tool to view and analyze your finances.
Transparent Communications to Keep You Informed
- Detailed Statements for your banking, investment and trust accounts
- Quarterly Performance Reports to keep you up-to-date on performance and asset allocation
- Regular, in-depth discussions with key members of your team about your goals and objectives
Investment Options
More investment options create more opportunities. We provide access to exchange traded funds, separately managed accounts and advanced investment solutions, as well as a broad range of individual debt and equity securities.
Insights to Guide Your Path
Current, relevant insights can help you make confident investment decisions. We incorporate the latest research, white papers and commentary from our award-winning economists, top investment strategists and experienced wealth strategists into your strategic recommendations.
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
Living Well
Opening an HSA Account: 5 Items to Consider
Health Savings Accounts (HSAs) provide a tax-advantaged way to pay for current medical expenses. They can also be used as part of long-term retirement planning.
3 min read
Business Continuity & Succession Planning
Lowering the Hurdles to a Successful Family Business Transfer
Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.
8 min read
Take the Next Step Today
Your journey toward achieving your goals and improving your financial well-being is at your fingertips. Contact us today.
Let's Talk
Fill out this short form and a PNC Wealth Management
professional will get in touch with you.
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.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® 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 PNC Delaware Trust Company or PNC Ohio Trust Company. PNC uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC uses the marketing names Retirement 1-on-1SM and PNC Financial Wellness Achievement CenterSM for employee education services provided by PNC Bank. 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 Wealth Management,” “Hawthorn, PNC Family Wealth,” and “PNC Institutional Asset Management” are registered marks, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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