The Wye Financial & Trust's team is comprised of Eastern Shore natives who understand and appreciate the distinctive qualities of this area. As experienced investment professionals, we are committed to understanding your unique needs. We value this community and are resolved to serve financial needs the traditional way – from a place of privacy, knowledge, sincerity and hard work.
Wye Financial & Trust creates big picture strategies for the future, without losing attention to detail. We identify and implement these strategies to assist with making the right choices for a solid financial future.
Our Wealth Management Services include the development of an overall investment strategy or plan. This plan is based upon a financial analysis that incorporates the following factors:
- Assessment of the client’s tolerance for investment risk;
- Development of a meaningful, realistic investment objective;
- Determination of appropriate investment time horizons;
- Identification of available resources;
- Analysis of existing investment assets;
- Development of a portfolio rate of return objective.
