At Wye Financial & Trust, a division of Shore United Bank, we offer comprehensive planning, wealth management solutions and trust services tailored to the individual needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. 
 

Our services include but are not limited to:

Comprehensive Planning

Wealth Management

  • Customized Allocation
  • Tax Efficiency
  • Risk Control
  • Disciplined Process
  • Manager Oversight
  • Separate Account Management

Fiduciary Services

  • Charitable Trusts
  • Understanding Trusts
  • Trustee Services
  • Trust Consulting Services
  • Trust/Estate Administration
  • Family Governance