Your Journey.
Our Commitment.
Wherever you are along your wealth journey, Bryn Mawr Trust is by your side helping you realize your goals.
Built on a foundation
of trust
a customized approach
the strength to serve you well
Institutional Clients
*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50B, WSFS Institutional Services: $26B as of September 30, 2024
forging lasting relationships
meeting you where you are
We work with you to help secure your financial future through all of our resources, tailored solutions, and personalized wealth planning advice delivered locally by professionals you can trust. We meet you where you are today, for where you want to be tomorrow.
helping your business thrive
Business owners have comprehensive wealth planning needs. Bryn Mawr Trust is there for you, from business launch to succession planning, and assisting with qualified retirement plan services.
securing your mission
While focused on your philanthropic goals, Bryn Mawr Trust helps you optimize your assets, align your resources with your purpose, and address your challenges.
PROVIDING wealth management SERVICES
As a Client of Bryn Mawr Trust, you gain access to an array of financial services that help you create a well-defined purpose for your wealth.
RECENT INSIGHTS
-
Two the Point — Thankful for Resilience: Markets and Momentum in 2024
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets. This week we discuss the market and momentum in 2024. -
Year-End Tax Planning: Maximizing Tax Savings with Tax Loss Harvesting
As we fast approach the end of 2024, tax planning becomes critical. One strategy that doesn’t always get the attention it deserves is tax loss harvesting. While the term might sound technical, the…