Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wealth Management | Wilmington Trust

Wealth Management

Wealth Management

A Heritage of Trust. A Modern Approach.

Your wealth, your life, and your goals are unique. Whether you're looking to protect and grow your assets for future generations, succeed in your business ventures, or prepare for the unexpected—Wilmington Trust is here to guide you every step of the way.

Let our modern solutions and deeper understanding of what's important to you turn your challenges into opportunities.

Optimize your financial position with a wealth ecosystem that integrates your needs.

Reach your life and legacy goals with Wilmington Trust at your side. Your wealth management team members work together across all disciplines, like a thriving ecosystem, to help you succeed.

Skilled fiduciary oversight, personal trust administration, Delaware trust strategies, and estate settlement
Investment intelligence, high-quality solutions, and customized, goals-based planning—all within an advanced framework to mitigate and manage risk

Complementing your plan with additional services such as insurance, brokerage, family office, and others
Sophisticated banking and advisory lending solutions that align your cash flow, balanced sheet, trust and estate planning, and investment management goals

Wealth Planning

Integrate all facets of your wealth management needs with a customized wealth plan. We advise you every step of the way.

Trust and Estate Services

Protect your assets, reduce your tax burden, and leave the legacy you desire. Our fiduciary experts will find tax-efficient solutions for your most complex needs.

Investment Management

Build a customized investment strategy to reinforce your plan. Using goals-based planning, we develop your portfolio from a wide spectrum of risk-managed solutions.

Private Banking

Discover a strategic banking and advisory lending solution to manage your liquidity and meet your financing needs. Our Private Bankers help you make the most of your wealth.

Financial Solutions

Complete your wealth plan with insurance, brokerage, family office, and other complementary services. Your Wealth Advisor coordinates these resources as part of your wealth ecosystem.

Contact us to start the conversation today about how we can help you create an integrated wealth management plan with exceptional service and attention.

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© 2020 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the 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.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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