Our wealth planning process

By understanding your goals, we'll help you identify gaps, prioritize needs, and anticipate and plan for expected events, as well as occurrences that can hinder your progress. We will:

  • Work with you to develop a plan
  • Build a portfolio
  • Navigate market ups and downs
  • Keep your finances on track
  • Make adjustments as your needs change
  • Ensure your assets remain allocated as planned

Solutions and professionals at every step of your wealth journey

We look out for you in ways that help manage your wealth effectively, efficiently and strategically. Learn how our personalized investment and exclusive banking benefits can help you grow your wealth.

Banking and Lending Services

Deposit accounts, lines of credit, residential mortgages and asset secured credit crafted to help make life simpler for you and your family.

Investments

We offer a full range of investment products and services, along with experienced professionals dedicated to managing your wealth and guiding your investment strategy appropriately.

Investment Products: Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value

Financial and Retirement Planning

No matter your season of life, we can help you make informed decisions at critical planning moments so that your family and loved ones can thrive.

More from Huntington Wealth Management

Wealth Management insights

Our world is complex and ever-changing. At Huntington, our wealth management experts offer extensive experience and thoughtful guidance on issues that directly impact your wealth.

Meet our Wealth Management experts

Get to know our experienced wealth management team and take advantage of financial insights you need now, and to prepare for tomorrow.

Latest insights

Six key questions: Transferring your wealth

When wealth transfer planning, you want the best possible outcome for the things you care about. Consider these questions when devising a plan.

Effects of a down year on your retirement

Financial downturns and market volatility can have negative effects on your retirement. Understand how to approach setbacks in your retirement plan.

What to know when selling a business

Learn what to consider, who to involve and how thoughtful planning can help support a successful business transition.

Contact Us

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Speak with us

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800-480-2265

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Disclosures

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 within The Huntington National 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, under the service mark Huntington Private Bank®.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
  • Certain insurance products are offered by Huntington Insurance, Inc., a licensed insurance agency, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

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, 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.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated under which The Huntington National Bank provides individualized services to certain customers who qualify based upon minimum investment or deposit criteria.  Please contact a Huntington Private Bank colleague for more information on eligibility requirements.