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Wealth Advisory Solutions for Professionals and Corporate Executives - Retirement Planning
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Retirement Planning

Wealth Advisory

Retirement Planning

Our holistic approach to retirement planning helps to ensure that you maximize your retirement savings during your career - and your income stream in retirement.

We begin by preparing a comprehensive cash flow analysis of your current and expected income sources, expenses, and assets. Based on this analysis, we can provide projections for how investment growth, inflation, and taxes could affect your total assets in the years to come.

During your career, we evaluate your use of qualified and non-qualified retirement plans; develop strategies to maximize investment flexibility and minimize taxes; and advise on managing a concentrated stock position.

Once you've reached your retirement years, we consider options for structuring your retirement account distributions and portfolio techniques to maximize investment income and returns while minimizing risk.

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M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

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