As a client of PNC Wealth Management, you enjoy access to a team of trusted wealth professionals who are committed to helping you find the solutions that address your unique financial needs.
Your PNC Wealth Management team works with you, as well as your attorney, accountant or other providers to address your financial goals and provide appropriate, actionable solutions that align with your overall wealth strategy.
Coordinates with a team of professionals to provide you with personalized financial solutions, tailored to the needs of you and your family.
Advises on financing and cash management solutions to help achieve financial goals and objectives.
Delivers advice and execution of life and legacy planning for current and future generations.
Provides investment advice and analysis to best position you for long-term financial success.
Understands, refines and synthesizes goals into a personalized and cohesive plan.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® 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 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,” is a registered mark 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.
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.