Industry: Social Services

Peter D. George – Wilmington Advisors @ M&T is part of a dedicated wealth management and advisory team that also offers critical support in social services through specialized financial guidance. While primarily a financial consultant, Peter George supports individuals and families in planning for key life events such as retirement, long-term care, and support for dependents with disabilities—functions essential to many social service cases. He works closely with clients to address their financial needs within the context of broader social support systems, providing services that intersect with elder care, housing transitions, and financial literacy education.

In collaboration with Wilmington Advisors at M&T, Peter George contributes to community-based financial wellness initiatives and educational programs, often bridging the gap between wealth management and personal well-being. His advisory practice includes helping clients navigate complex benefit systems and structuring resources for long-term care and legacy support, which are particularly significant for vulnerable or underserved populations. Wilmington Advisors is known for its commitment to personalized service, and Peter George exemplifies this by tailoring solutions that align with both financial and social care objectives. His engagement in the local community and understanding of multi-generational planning makes his services especially valuable to families with ongoing social service needs.

Key Services:

– Personalized financial planning for long-term care and aging-in-place strategies
– Legacy and estate planning tailored to family and social circumstances
– Assistance with structuring assets around disability or dependent care needs
– Guidance navigating financial aspects of public benefits and social support systems
– Community education programs on financial literacy and planning
– Risk management and insurance strategy related to health and elder care
– Charitable giving and philanthropic advisory aligned with social impact goals