Wealth Management Services
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.
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.
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
*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