PNC Wealth Management® Team Approach


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.

Our Approach

Customizing Solutions Based on Your Unique Needs

Having access to a team of wealth professionals is the foundation. At PNC Wealth Management, our team starts by learning about what matters most to you. Central to our approach is taking the time to get to know you and your family - your preferences, concerns and goals.

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.

Our Team

Our PNC Wealth Management Team is Here for You

Wherever you are in your financial journey, our team of seasoned professionals provides tailored advice across a spectrum of solutions to help meet your goals and objectives.

 

diagram of Wealth Management Team approach

Relationship Strategist

Coordinates with a team of professionals to provide you with personalized financial solutions, tailored to the needs of you and your family.

Banking Advisor

Advises on financing and cash management solutions to help achieve financial goals and objectives.

Fiduciary Advisor

Delivers advice and execution of life and legacy planning for current and future generations.

Investment Advisor

Provides investment advice and analysis to best position you for long-term financial success.

Wealth Strategist

Understands, refines and synthesizes goals into a personalized and cohesive plan.

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Your journey toward achieving your goals and improving your financial well-being is at your fingertips. Contact us today.

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PNC Wealth Management® Contact Form

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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.



Important Legal Disclosures & Information

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.