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Financial Solutions | Wilmington Trust
Wealth Management
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Financial Solutions

Financial Solutions

When you need financial services outside of your core wealth ecosystem, we have the resources to help. Your Wealth Advisor will coordinate the delivery of any additional services you need, always with your convenience in mind.

Insurance

Know the spectrum of risks you face as a high-net-worth individual. We can help you identify the coverage you need to protect you and your family.

Brokerage Services

The experienced M&T Securities team is committed to executing efficient and accurate trades at a competitive price, while providing you with the personal assistance you deserve. Learn more about our menu of services, designed to meet the needs of successful individuals

Family Office Services

Fulfill your family's vision with a comprehensive financial strategy. Our family office experts provide detailed analysis to ease the management of complex wealth.

Family Engagement

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

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





Tony Lunger
Tony Lunger
Vice President
Marguerite Weese
Marguerite Weese
National Director of Fiduciary Planning
Meg Rafalli
Meg Rafalli
Head of Family Office Group
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© 2020 M&T Bank Corporation and its 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. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

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