With deep-rooted fiduciary expertise at the core of all we do, we approach relationships with a long-term view to preserve your family's legacy.
We understand your energy and determination, because we share it. You should expect nothing less from the firm handling your wealth planning. Let us put more than 100 years of expertise and trusted guidance to work for you.
OUR RELATIONSHIP MANAGEMENT TEAM OFFERS YOU:
A unique blend of knowledge, experience, and resources, backed by over 100 years of expertise.
Customized strategies for each client to help meet the client's performance expectations and aspirations.
Carol Kroch Managing Director, Wealth and Philanthropic Planning | Wealth Advisory Services
Carol leads a team of attorneys and financial planners who specialize in trust, estate, income tax, financial, and philanthropic planning.
R. Samuel Fraundorf, CFA, CPA President | Wilmington Trust Investment Advisors
Sam has executive responsibility for Wilmington Trust Investment Advisors, the investment advisory arm of M&T Bank and Wilmington Trust.
Today's low interest rate environment, coupled with assets that have appreciation potential, creates an excellent opportunity to shift assets to your heirs in the most tax-efficient manner. But how long will low interest rates last?
Wilmington Brokerage Services Company accounts are now M&T Securities accounts.
Simply log in as usual to view your account information. WBSC has transferred your account to M&T Securities, Inc. (MTS), the M&T Bank affiliate that offers brokerage, annuities, and insurance products from locations in M&T Bank branches.
Your ability to view your portfolio online has not changed, simply log in as usual to access your information.
Investments: Are NOT FDIC-Insured. Have NO Bank Guarantee. May Lose Value.
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.
M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076