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Customized planning for your financial journey

Because you have unique goals, you may need a customized plan and guidance to lead you through your lifelong financial journey. This is the value of working with a financial professional from Wilmington Advisors @ M&T.

Learn more. Schedule a complimentary consultation. 

Expect more from the brand you know.

Feel confident about pursuing your wealth goals with personalized planning from Wilmington Advisors @ M&T.

Knowledge. Rely on skilled professionals who can bring you a holistic approach to your financial wellness as your needs and objectives change.

A focus on you. Experience a personalized planning process rooted in a deep understanding of what you want to accomplish and how your goals fit in your overall financial picture.

Accessible guidance. Enjoy the convenience of having a financial professional who lives in your community and is available to assist you at your local M&T Bank. Call, text, or visit a branch to reach your advisor.

Sophisticated technology. You and your advisor will utilize digital tools to view your portfolio, adjust allocations, make trades in real time, and plan for your future.

Complete transparency. Expect no surprises. Our planning process costs nothing to begin, and any fees are clearly stated in your plan.

Take the next steps.

Let's create your personalized wealth goal plan.

Find an advisor. Select one of our financial professionals to meet with you at your local M&T branch, by phone, or virtually.

Make an appointment. There are professionals conveniently located in your area, so it's easy to find and meet with an advisor near you.

Discuss your goals. Take advantage of our complimentary consultation offer to review your objectives.

Together, you'll make a plan. You and your Wilmington Advisors @ M&T financial professional will build and stress test a plan to make sure it fits your unique, evolving needs. 

Start funding your future. Use the digital tools we offer to track, plan, and stay up to date.

Focus on what you want to achieve.

Whether you're starting your financial journey, raising a family, or thinking about your legacy, the best way to accomplish what you set out to do is by having a mapped-out plan.

Retirement Planning

Know whether you will have lasting income to enjoy your retirement lifestyle.

Insurance Planning

Feel more confident that you and your loved ones will be financially secure.

Education Planning

Explore tax-efficient ways to save for the costs of your child's education, including their college tuition.


Spring 2024 Wilmington Trust Capital Perspectives

Can the Market Rally Continue?

Wilmington Trust CIO Tony Roth reflects on what drove markets in 1Q 2024 and how it was, in some ways, a continuation of trends seen last year. He also delves into what he expects to unfold in the second quarter.