How It Works


At the heart of what we do at Wilmington Financial is an acknowledgment that busy professionals like you simply don’t have the time to devote to learning how to be an active investor-operator in vehicles like real estate or notes. Our job then becomes one of facilitation, i.e. making things easier and better for you.

How We Make It Easy For You…

Consultation & Strategy

After an initial consultation in which you share your financial and lifestyle goals with a Wilmington Financial team member, we help you map out a strategy for using alternative investing vehicles such as private lending, real estate and mortgage loan (note) investing, and participation in private placements to get where you want to go in terms of income, security and potential for growth.

Capital Placement Opportunities

We can also provide direct access to capital placement opportunities if that’s appropriate for your situation.

In that scenario, we help you with each of the three main steps involved in alternative investing:

Ready to get started?

When you’re ready to move forward with a new strategy and new opportunities, please contact us.

Thank you – we look forward to working with you to achieve your goals.