Wealth Management & Financial Planning

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


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Sat-Sun: 8am to 5pm ET


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.

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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. 

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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.

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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.

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Working with Us



 

Access to PNC Wealth Insight®

A powerful online account management tool to view and analyze your finances.
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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.

Business Continuity & Succession Planning

Planning for the Transition of Your Business

A fully developed exit plan can help you reap the rewards of all the hard work you put into your business and provide numerous benefits well in advance of a transition.

8 min read

Transferring Family Wealth

Choosing a Fiduciary

When crafting your will or setting up a trust, a major decision you need to make is choosing a fiduciary. How can you make sure you identify the ideal executor of your will or trustee of a trust?

6 min read

Markets & Economy

Tax Efficient Borrowing Strategies

There are many considerations to weigh when structuring debt as part of a tax efficient strategy.

3 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.

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Give Us a Call

Mon - Fri: 7am to 10pm ET
Sat-Sun: 8am to 5pm ET

844-749-2854

Pay us a Visit

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

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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.

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 its subsidiary, 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 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 Capital Advisors”). PNC uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee, and related services conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans 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 (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

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

“PNC Wealth Management,” “Hawthorn, PNC Family Wealth,” “PNC Institutional Asset Management,” “PNC Institutional Advisory Solutions,” and “PNC Retirement Solutions” are registered marks of The PNC Financial Services Group, Inc.