Investment Services
Why Investment Services at PNC?
PNC has partnered with Highland Trust Partners LLC to offer our customers a comprehensive wealth management program addressing their needs. Highland Trust Partners is an independent advisory/financial planning firm with LPL Financial as the broker-dealer. The partners have more than 60 years combined experience helping families and businesses with their finances. Learn more about Highland Trust Partners at Click Here or through literature in our branches. For more info on Highland Trust Partners brokers
Insurance Planning
Managing your risk is important, and Highland Trust Partners can help you determine what areas of risk you & your family might face as well as the ways to protect your loved ones such as:
Business Planning
As business owners, Highland Trust Partners understands how important it is for a business to put strategies in place to attract employees, protect the business from loss, and assure the business will succeed for generations. Several areas we will discuss:
Investment Planning
Highland Trust Partners will help you prioritize your goals and evaluate what types of investments are suited to addressing those goals.
Estate Planning
Preparation to pass assets to the family can be a stressful time in one’s life. Highland Trust Partners works with you to design the plan you would like to see implemented and put action steps in place.