When it comes to family wealth, our focus is on the long term. In fact, many of our family relationships span generations.
We've served families for generations, offering the counsel and advice needed to handle even the most complex wealth management needs. Let us show you what over a century of knowledge, experience, and trusted guidance can do to help your family prosper.
OUR TEAM OF NATIONALLY RECOGNIZED EXPERTS:
Has considerable experience handling even the most complex wealth management needs.
Can provide you with trusted guidance and knowledge to help your family prosper.
Anna Smith Group Vice President | Wealth Advisory Services
Anna coordinates the delivery of Wealth Advisory solutions to large, multi-generational families, providing comprehensive advice to assist families in growing, protecting, and transferring their wealth.
John P. "Jack" Garniewski Jr., CPA/PFS, CFP® Senior Managing Director | Wealth Advisory Services
Jack has over three decades of experience advising and overseeing the execution of financially-related solutions for wealthy families.
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