What is important to you, your family and your community?
Because your needs are specific to your circumstances, we always start with a consultative approach to understand what matters most to you. After gaining a thorough understanding of your unique goals and objectives, we develop customized and practical solutions to meet a wide variety of financial challenges.
A holistic plan to pass on your wealth in a meaningful way
Central to our approach is the commitment to connect you with substantive information from an experienced multi-disciplinary team – a team that evolves as your needs change and grow.
Your team may include professionals who specialize in investment management, financial planning, retirement planning, estate and business succession planning, fiduciary services, private banking and insurance.
Together, your M&T team will work with you to examine your situation and identify strategies designed to grow, preserve and transfer your wealth. We help you implement your plan, drawing on a full range of products and services. Our recommendations will help you build a solid foundation for financial decision-making – for you, your family and your community.
Our Wealth Protection and Transfer solutions include:
To begin a conversation about which wealth protection and transfer strategies are best for you and your family, call us at 1-800-624-4116.