Planning

There are advantages to planning ahead, including the peace of mind that comes from knowing that you are prepared for your future. PNC Wealth Management®, through our Wealth Planning Group, understands the legal concepts, instruments and entities to help achieve your personal, family, business and charitable objectives.

Contact Us today at one of our convenient office locations for more information. With offices and branches in 16 states and Washington, D.C., you will receive close personal attention from PNC Wealth Management's seasoned professionals. 

Call Us:
1-888-762-6226
M-F: 7 am to 10 pm ET
Sat & Sun: 8 am to 5 pm ET

Wealth Management Office Locations »
Request Contact »

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, trusts can help you accomplish your wealth planning goals.


LEARN MORE

At PNC Wealth Management, you can find the trust and estate solutions you need - planning, administration and asset management services, all in a simple source, and developed in close coordination with your professional advisors. Our approach is uniquely personal, tailored to your needs and built on a strong relationship with you.


LEARN MORE
Retirement

Our affiliate, PNC Investments LLC ("PNCI"), offers retirement services for individuals and businesses. Let them help you choose the products and plan a strategy that can help you achieve your retirement goals


LEARN MORE

Sound financial planning is the foundation for successful wealth management. Many financial advisors offer planning services, but how do you know whom to trust? At PNC, we have more than 150 years of experience in helping wealthy families plan for their financial future. We build relationships with each client that are focused on the long-term, and we take every step possible to confirm that we understand your needs, circumstances, values and goals. PNC Advisors can offer the personalized attention and sophisticated products and services to help you meet your goals.


LEARN MORE

A business succession plan can help you confirm that your business continues successfully and your financial goals are met.


LEARN MORE

As part of your wealth management strategy, we can help you develop and achieve goals reflecting your philanthropic interests and integrate your charitable giving into your financial plan.


LEARN MORE

PNC Wealth Management can help you maximize the value of your stock options - we simplify a complicated process and help you extract the maximum value from your options.


LEARN MORE

At PNC, we work to know you and your family and to understand your values and the things that are important to you.


LEARN MORE

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and uses the name PNC Wealth Management® to provide certain fiduciary and agency services through its subsidiary, PNC Delaware Trust Company.  Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC.  Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs.  A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates.  PNC does not provide legal, tax or accounting advice and does not provide services in any jurisdiction in which it is not authorized to conduct business.  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 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, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

 

"PNC Wealth Management" and "PNC Wealth Insight" are registered trademarks of The PNC Financial Services Group, Inc.

 

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

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