© 2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. 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.
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Wealth Management Services

Financial Solutions

When you need financial services outside of your core wealth ecosystem, we have the resources to help. Your Wealth Advisor can coordinate the delivery of a wide range of additional services you may need, with your convenience in mind.

Family Office Services

Work to fulfill your family's vision with a comprehensive financial strategy. Our family office team can provide detailed analysis to help ease the management of complex wealth.

Family Legacy Planning

Discover why family legacy planning can be an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.

Insurance Solutions

As an affluent individual, you face a spectrum of complex risks that can affect your financial security. We can help identify these risks and the coverage available to protect you and your family.
 

Brokerage Services

The experienced team of brokerage professionals at Wilmington Advisors @ M&T* is committed to executing efficient and accurate trades at a competitive price, while providing you with the personal assistance you deserve. Solutions include managed accounts, IRAs and rollovers, annuities, bonds, beneficiary planning, and additional investment products.

Learn about the additional services and solutions we can provide to help augment your wealth plan.

Contact one of our team members

  • Donald P. DiCarlo, Jr.
    President, Emerald Family Office & Advisory
    Email Don
  • Marguerite Weese
    National Director, Family Legacy Strategies
    Email Marguerite

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*Financial Advisors are investment advisor representatives of, and offer securities and advisory services through, LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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