Upstate New York Wealth Management Services
Welcome to Wilmington Trust
For more than a century*, we have helped individuals and families thrive with our comprehensive wealth management solutions. Talk to us about how we can design a plan that can help you achieve your unique objectives.
The Wilmington Trust difference
We are proud to be part of the M&T corporate family, one of the 15-largest US-based commercial bank holding companies**. With roots dating back to the founding of Wilmington Trust Company (WTC) by T. Coleman duPont in 1903, we have been serving successful individuals, families and institutional clients for over a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship.
*Wilmington Trust traces its roots to the founding of WTC in 1903.
**S&P Global Market Intelligence as of December 31, 2022. Methodology excludes subsidiaries of foreign bank parents, investment banks, credit card companies, insurance company subsidiaries, brokers, and asset managers.
See how our investment intelligence, high-quality solutions, and customized, goals-based planning—all within an advanced framework to monitor risk—can help preserve and grow your wealth.Learn More >
As a prominent individual, family, or business owner, you may have reached a level of financial success that requires a more strategic set of solutions and services. Our family office services can be tailored to support what you may need.Learn More >
Trust & Estate Services
Take advantage of the benefits trusts may provide as a key part of your estate plan. Your fiduciary advisor can devise a customized trust strategy that works to help you attain your goals.Learn More >
Your wealth can bring financial management challenges and opportunities. Our private bankers work to understand your personal financial goals and tailor banking solutions to meet your objectives.Learn More >
Investing involves risks, and you may incur a profit or a loss. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful. Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Private Bankers are M&T Bank employees.
Contact Wilmington Trust to learn more
A member of the Upstate New York team will be in touch to discuss your needs.
Our Upstate New York team and the clients we serve have been an important part of Wilmington Trust's high-net-worth community since we opened our first office. Our team provides trusted guidance to successful families, closely held businesses, and endowments and foundations throughout Upsate New York.
Let us know how the Wilmington Trust team can help you achieve your goals.
We have seasoned and skilled professionals, many of whom are recognized as leaders in their industry
Emphasis on execution
Corporate and Institutional clients benefit from customization, accuracy, and efficiency with each type of transaction
Experienced in complexity
We work collaboratively with your other trusted advisors to provide solutions unique to your needs
A team-based approach
No matter how complex a goal may seem, we excel at helping to find the right strategy to achieve it
Advice and guidance from a team you can trust
“What is special about our Wilmington Trust team in Upstate New York is the depth and breadth of experience we are able to bring to our clients. This comes from a strong local team that has been in place for many years combined with our national team's knowledge and experience. In many situations we are now working with mulitgenerational families which demonstrates our commitment to sustaining our client relationships.”
Wealth Market Manager, Upstate New York
Upstate New York Wilmington Trust Locations
Trusted Thought Leadership
The SECURE Act 2.0 Enhances Retirement Planning
The recently passed SECURE Act 2.0 legislation includes many provisions that may provide planning opportunities for affluent and high-net-worth individuals and families.Read Article >
Decarbonizing the Energy Supply
The path forward is highly uncertain and depends critically on the degree to which global governments, businesses, and consumers take action to reduce emissions.Read Article >
Financial Risk Viewed Through an ESG Lens
Investing often relates to how we categorize risk. On this episode of Capital Considerations, we talk about how the ESG lens is used to classify risk bands.Listen >
Strategies that focus on ESG factors will cause them to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors. The evaluation of ESG factors will affect a strategy’s exposure to certain issuers, industries, sectors, regions, and countries, and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor. There is no guarantee that integrating ESG analysis will provide improved risk-adjusted returns over any specific time period.