Wealth Strategy

Helping you meet your financial objectives now and in the future

A sound wealth strategy provides a road map for protecting and preserving your family’s assets, or those of your business.

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Our Approach

Our process is based around a consultative team approach.

We undertake a deep discovery process and take the time to understand you, your family, and your unique values, goals, and objectives.

Our Wealth Strategists tailor customized solutions to you where you are in the planning process, ensuring that appropriate solutions are delivered to you at the appropriate time.

The solutions are part of an integrated approach to wealth management, and the outcomes delivered have a broader focus on defining a family's mission, legacy, and values. We act strategically and collaboratively as a cohesive professional advisory team, which would include your tax, legal, and business advisors, to ensure seamless implementation of all aspects of your wealth strategy needs.

Our Solutions

Family Wealth Transfer Planning

Wealth strategy plays an important role in safeguarding your family's wealth, avoiding unnecessary taxes, and ensuring that your legacy will continue. Your PNC Wealth Strategist will work with your attorney, tax advisor or accountant, and PNC Fiduciary Advisor, to design sophisticated, customized plans that can help you achieve a careful balance of control and flexibility, shaping your family's future while responding to its changing needs. We can assist you with:

  • Evaluating insurance needs
  • Protecting your assets
  • Planning for taxes
  • Transferring wealth and gifting
  • Developing a family or business succession plan

Case Study:

Grandfather playing with grandchildren


We want to safeguard our family with an estate plan.

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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.

Actionable Insights To Help You Achieve More

Insights and ideas that are part of our commitment to help you make smart decisions today that will lead to a better legacy for you and your family.

Risk Management

Bitcoin & the Race to Regulate

Cryptocurrency is experiencing a surge in interest from mainstream investors and corporations. But the rising popularity of digital coins has not gone unnoticed by global regulators.

2 min read

Markets And Economy

Is Bitcoin Moving from Fad to Mainstream?

Interest in cryptocurrency has increased, and along with it curiosity about its role in the global marketplace.

2 min read

Transferring Family Wealth

Artwork & Your Legacy: Stewarding Your Collection

Who will care for your art collection when you cannot?

1 min read

Important Legal Disclosures & 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.