Smart planning can help you enjoy your life’s work long after you retire. As your retirement years loom, it’s important to plan so that you’ll have the income you need to sustain your lifestyle. It may also be important to continue growing your assets to create additional security or to leave a legacy. Setting realistic
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Bill co-leads Wilmington Trust’s Family Wealth Investment Advisor group, overseeing a team of investment specialists with experience in strategic asset allocation and portfolio management. Bill works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. Bill joined Wilmington Trust SP Services, Inc. in 1991, specializing in corporate financial and entity management services. Earlier in his career, he practiced public accounting for a firm in Wilmington, Delaware. He holds a bachelor’s degree in Accounting and Finance from the University of Delaware.
Laura is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout Upstate New York. Her areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning. Laura has more than two decades of experience in the financial services industry. She holds an MBA in Finance from SUNY Buffalo and a bachelor’s degree in Finance and Management from Canisius College.