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Welcome to Wilmington Trust Wealth Management

Wilmington Trust | August 18, 2020 | Home & Real Estate Lifestyle Sponsored Post Home & Real Estate National

Wilmington Trust is a premier provider of Wealth Management services for M&T Bank, one of the most financially sound and successful companies in the U.S. financial services industry. Through our Wealth Management business, we serve clients in all 50 states and numerous countries with sophisticated planning and wealth transfer strategies, investment management, trust, private banking, and family office services. For more than a century,* we have built deep and lasting relationships, strived to put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset.

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The Wilmington Trust Advantage:

Objective, client-focused wealth advisors

• Nationally recognized fiduciary professionals

• Wealth and financial planning teams with comprehensive knowledge of complex techniques

• A collaborative approach with your other trusted advisors

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Integrated Wealth Management

With generations of experience helping families preserve and protect their legacies, we understand that there is so much more to managing wealth than just managing money. Through our holistic approach to wealth management, we provide the insight and tools your family needs to operate more efficiently and harmoniously, and help achieve your long-term objectives. We work to:

  • Anticipate your needs with guidance and integrated solutions to help keep you prepared for and ahead of life’s changes
  • Deliver the expertise you need through tailored and risk-sensitive solutions
  • Build a relationship based on trust and understanding that you can rely on for many years to come
  • Work collaboratively with your other trusted advisors
  • Utilize the full resources of M&T Bank to augment your wealth plan with the financial services you need

Our services are designed to address not only important financial matters, but also issues concerning communication and education within the family. Our client relationships are not transactional in nature; rather, we take the time to get to know you, to understand your unique family dynamics and financial requirements, and then provide our best thinking to help meet your complex needs. This type of highly coordinated service from our team of professionals seeks to ensure that your strategic wealth plan addresses your changing needs and objectives and is best suited to you.

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Our Commitment to Atlanta

Our Atlanta office and the clients we serve are incredibly important to our Wealth Management business and have been since we first opened our doors in Georgia in 2001. Led by seasoned Wealth Market Leader Garrett Alton, our Atlanta team provides trusted guidance to Atlanta’s esteemed families, privately held businesses, endowments and foundations, and family offices.

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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* Wilmington Trust traces its roots to the founding of WTC in 1903.Investing involves risks and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful. This material is for informational purposes only and is not intended as an offer, recommendation or solicitation for the sale of any financial profit or service. 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. ©2020 M&T Bank Corporation and its subsidiaries. All rights reserved.



Tags: finance

Photography by: Wilmington Trust