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® 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.
M-F: 7:30am to 5pm ET
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.
Sound financial planning is the foundation for successful wealth management. Many financial advisors offer planning services, but how do you know whom to trust? For many years, PNC Wealth Management has been 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 Wealth Management can offer the personalized attention and sophisticated products and services to help you meet your goals.
Important Legal Disclosures and Information
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing 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 to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio 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 unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC 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 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, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.
Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).
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.