Financial & Retirement Planning
We help our high net-worth clients develop solutions to their most complex financial challenges through a team of highly experienced professionals.
From day-to-day financial management to legacy planning, each day can bring new tasks, questions, and considerations. That's where the Huntington Private Bank® comes in.
Specialized Focus and Experience
Our wealth strategy team is comprised of trust and estate planning specialists, Certified Public Accountants, and Certified Financial Planners who have decades of experience helping clients navigate complex planning scenarios. Our Wealth Strategists can work with your current accountants, legal counsel, and local Private Bank Advisors to craft personalized plans for your unique needs.
Areas of Expertise
- Multi-generational estate planning
- Business succession planning
- Complex charitable structures
- Asset protection strategies
- Solutions for family law matters and family members with special needs
Our team is committed to helping you develop effective financial strategies that enable your family and business interests to thrive. See for yourself how the power of our comprehensive approach can work for you.
Digital Banking
As a Private Bank customer, you need services to help you manage your wealth effectively—and that includes tools you can use digitally.
Banking & Investing News
When it comes to making sound financial decisions, it’s important to take current financial events into account. Find recent and relevant financial updates and opinions here.
Contact Us
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Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE
Huntington offers a full range of wealth management and financial services through dedicated teams of professionals in the Huntington Private Bank® and Huntington Financial Advisors®, as follows:
- Banking solutions, including loans and deposit accounts, are provided by The Huntington National Bank, Equal Housing Lender and Member FDIC.
- Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers.
- Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
- Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.
Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and a licensed insurance agency.
The Huntington National Bank, The Huntington Investment Company, and Huntington Insurance, Inc., are wholly-owned subsidiaries of Huntington Bancshares Incorporated.
Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.