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A sound wealth strategy provides a road map for protecting and preserving your family’s assets, or those of your business.
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.
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:
We want to safeguard our family with an estate plan.
One of your primary concerns may be accumulating sufficient assets to live a fulfilling and comfortable retirement. And, planning for the non-financial aspects and unknown contingencies that may arise during retirement is also important. Whether you are near retirement, many years away, or living it now, PNC Wealth Management can assess your retirement goals, provide objective guidance, monitor and review your progress, and assist with a variety of retirement-related concerns:
Applying our extensive experience helping families save adequately to meet education costs, your Wealth Strategist will help you estimate your family members' current and future education costs. We will evaluate tax-efficient savings options and suggest planning, trust, investments and insurance strategies to help make education goals a reality.
I want to provide my children with a college education – what are my options?
Protecting your wealth is as important as growing it. Appropriate insurance coverage is an integral part of any financial plan. As a risk management option, insurance can replace lost income due to disability or death, provide needed funds for estate taxes or help pay for long-term care, or help ensure continuity of business interests. A comprehensive insurance review can:
Life is unpredictable. How can you incorporate insurance planning into your overall wealth strategy plan?
Charitable giving is frequently emphasized as a top priority by our clients. Whether you want to support a specific organization or focus on a community need, PNC Wealth Strategists can help you develop philanthropic goals and strategies to help integrate charitable giving into your overall financial plan. Philanthropic strategies include:
Business owners often have unique and complex planning needs. Our experienced team will work to understand your personal and business objectives, and help you develop a custom-tailored plan to meet your needs at each stage of your businesses life cycle. We can help you manage your cash flow and banking needs, evaluate relevant estate and income tax planning strategies, reward and retain key employees, plan for retirement, and develop a business succession plan.
PNC Wealth Management has extensive experience advising highly compensated executives on their complex compensation and benefit packages. Based on your unique situation and your personal objectives, our wealth management team in consultation with your attorney and accountant, can advise you on strategies to help you achieve financial success.
Is now the right time to exercise my stock options?
The age-old wealth strategy playbook has been based on the classic assumption that a family is comprised of a husband and wife, the average 2.2 children, and that often-coveted white picket fence. PNC Wealth Management understands that today’s modern family takes on various forms. Demographic data suggests that as many as 4 out of 5 families no longer fit the traditional idea of the nuclear family. Each form that a family can take calls for its own unique wealth planning strategies.
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.
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.
Transferring Family Wealth
A securities-based loan may be an effective tool in transferring wealth to future generations, often in a tax advantaged way.
3 min read
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.
2 min read
Markets & Economy
Read about two proposals to change the taxation of wealth transfer and potential planning opportunities to consider before they are enacted into law.
22 min read
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 1-888-762-6226.
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.