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.

Call Us Now

M-F: 7am to 10pm ET
Sat-Sun: 8am to 5pm ET


Let's Talk

Fill out this simple form and we will get in touch with you.


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.

Find out how we can help »

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.

Financial Markets

Weekly Market Watch

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

4 min read

Risk Management

Cyber Security: Staying Secure While Online

Being proactive and staying vigilant can help make your online world a safer place.

7 min read

Transferring Family Wealth

Selling Assets to an Internationally Defective Grantor Trust

An intentionally defective grantor trust can help you freeze certain assets for estate tax purposes.

8 min read

Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy. You should seek the advice of an investment professional to tailor a financial plan to your particular needs. For more information, please contact PNC at 844-749-2854.

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.