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Strategies for women

Your financial life is personal and constantly evolving. With thoughtful guidance that begins by listening, we can help you define, protect, and pursue what matters most, on your terms.

Wealth, defined on your terms

There is no single blueprint for success, and no single way to experience wealth. Wilmington Trust offers a trusted seat at your table, meeting you where you are with guidance that reflects your personal definition of success. Rather than treating wealth as a static destination, we help you make thoughtful decisions through pivotal moments, offering perspective and strategy designed around what’s important now and what comes next.

Lisa Roberts
Head of Wealth Management

“Your financial journey is deeply personal. We’re here to listen, support, and empower you with the confidence to make decisions that honor your life, your loved ones, and the future you envision.”

Building your financial foundation

Your wealth can open countless possibilities—and the choices you make today can help build the foundation for lasting independence with a clear sense of direction.

Insights designed to enlighten and inform as you begin your journey

Meghan Shue
Chief Investment Strategist

“Creating a strong financial path can help broaden what’s within reach, strengthen your sense of control, and give you the confidence to take the next step with clarity and conviction.”

Small Steps, Stronger Futures: Helping Women Save More for Retirement

Navigating change and life transitions

As your responsibilities expand, priorities shift, and you face unexpected transitions, supporting others without losing sight of your own goals is essential to protecting your financial independence.

Insights designed to enlighten and inform as you face challenges and opportunities

Sharon L. Klein

President, Family Wealth & Head of National Matrimonial/Divorce Advisory

“As you evolve from one chapter of your life to the next—facing challenges and significant life events—being well-informed of your options is critical.”

How College Planning Can Teach Financial Lessons That Last a lifetime

Defining and enjoying your legacy

At this stage of your life, wealth becomes deeply personal—shaping your next chapter, supporting the people and causes you care about, protecting your legacy, and creating space to fully enjoy the success you’ve built.

Insights designed to enlighten and inform your successful lifestyle

Marguerite C. Weese

Chief Wealth Strategist

 “You have created wealth with intention. Now, it can become a source of freedom, fulfillment, and lasting purpose—for your life, the people you love, and the legacy you choose to shape.”

Philanthropy and Legacy: Preparing Heirs for Wealth Stewardship
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Why Wilmington Trust

We offer a relationship-driven approach to wealth management built on meaningful conversations, trusted guidance, and a deep understanding that wealth is not just financial—it is personal. With high-touch support, we help you make thoughtful decisions through life’s transitions and align your wealth with the life, legacy, and impact you want to create.