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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), Wilmington Trust Asset Management, LLC (WTAM), 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.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

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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

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management Services

Retirement Planning

As you strive to maximize your savings during your career—and your income stream in retirement, our team can help. Take advantage of our comprehensive analysis of your current and future income sources, expenses, and assets to determine your expected cash flow needs.

Seek to maximize your retirement savings

Through our holistic approach to corporate executive retirement planning, we look at each key area of your benefits program in conjunction with your overall wealth plan. We can:

Evaluate your use of qualified and nonqualified plans
Develop strategies to help improve investment flexibility and mitigate taxes
Advise on managing a concentrated stock position
Provide projections for how investment growth, inflation, and taxes may affect your plan

Once you've reached your retirement years, we'll explore options for structuring your retirement account distributions and portfolio techniques focused on your investment income and returns while striving to mitigate risk.

Talk to one of our wealth advisors to find out if you're saving enough today to help you enjoy a comfortable retirement in the years to come.

Contact one of our team members

Anthony Lunger

Wealth Market Leader, Family Wealth

John Jornlin

Senior Wealth Relationship Manager

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