Wealth Management & Trust

We're here to get you there.

Think about where you are right now, and where you want to be. Maybe it’s owning your dream home. Traveling the world. Creating a legacy. Or simply feeling secure in retirement.

Wherever you wish to be, Wye Trust will be by your side every step of the way.

At the heart of our wealth management philosophy lies our commitment to transforming lives, one financial decision at a time. We strive to create a future where prosperity is not just measured in numbers, but in the fulfillment of dreams, the security of generations, and building a lasting impact on our communities.

We care about our clients, our communities and value our relationships. Our financial advisors combine expertise, analysis, and personalized strategies* to help you pursue your long-term financial goals. In addition to our wealth management services, we also provide corporate trustee services, trust administration and custodian services.

*Minimum of $250,000 required for account opening

Contact us for a free consultation and meet with our financial advisors in person.

At Wye Trust, we understand that choosing a trustee is one of the most important decisions you will make that impacts your loved ones.



At Wye Trust, we offer custodian services where we hold a client's securities and other assets in electronic or physical form in order to minimize the risk of theft or loss.