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Wealth Management & Financial Planning

PNC Wealth Management® can help shape your future and that of the next generation


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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.

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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.

Discover our 6-step process »
 

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.

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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. 

Explore our dedicated advisor approach »
 

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.

Discover more about Hawthorn and browse our services »

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.

Learn about our integrated team approach »

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

Transferring Family Wealth

Wealth + Wellness + Wisdom: Wealth Planning and Investment Strategies to Avoid Future “What Ifs”

Donald J. Heberle, Head of Personal Wealth, leads a panel discussion on the uncertainties that have significant implications for our personal well-being and financial preparedness.

56:06 min video

Risk Management

Risk Management Planning In Light of COVID-19

Life insurance policy pricing may be more attractive now because it could increase in the future. Read more on how this can affect risk management planning.

6 min read

View more articles

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.

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Pay us a Visit

Take advantage of our 80+ Wealth Management
offices across 18 states.

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PNC Wealth Management® Contact Form

Let's Talk!

Thank you for your interest. Please fill out and submit this form or call us to request an appointment with a PNC wealth professional at a time that’s convenient for you.

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Are you an existing PNC Wealth Management client?

My goals are:

Wealth Strategy consists of Family Wealth Transfer, Retirement Planning, Family Governance & Education, Risk Management, Strategic Philanthropy, Family & Business Continuity and Succession, Corporate Executives and Modern Family.


Investment Management will take time to understand your special needs, time horizons, goals and how much risk you’re willing to assume to get there.


Trust and Estate Services can help implement an appropriate trust strategy to meet your specific needs including Revocable or Irrevocable Trusts, Estate Settlement Services, Charitable Remainder Trusts, Asset Protection Trusts, Dynasty Trusts, and Custody Services.


Private Banking Services helps you understand your short-term needs and long-term financial goals whether it’s for a personal line of credit, second mortgage for a vacation property or help with other sophisticated lending solutions.


Hawthorn is a premier provider of integrated financial services to families of very significant wealth.


Institutional Asset Management guides institutional clients utilizing service centered culture, deep client knowledge, effective communication, and an empowered service team.



Putting You First

Our Commitment. Your Legacy. 

Earning the privilege to be your trusted advisor is not something we take lightly. So no matter where you are in life, we are committed to helping you make decisions today that will shape the future you want tomorrow.

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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.

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.

The PNC Financial Services Group, Inc. All rights reserved.