WOMEN OF WEALTH


Today, women are changing the world — shattering glass ceilings, supporting important causes, enhancing their Communities, and caring for loved ones. However, many women of wealth have not been able to pay enough attention to their own financial well-being. Bryn Mawr Trust helps women like you embrace a personal financial plan that will help you build self confidence in your own financial journey.

ACHIEVE A NEW LEVEL OF FINANCIAL RESPONSIBILITY


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CARVE YOUR PATH


Learn more about financial advice for women

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INVEST FOR TOMORROW


In concert with helping you set your goals, we will discuss investment preferences and risk management with you so we can provide a range of opportunities for investing, including ways you can invest with your values. We tailor your investment strategy to your needs, regularly monitoring and reviewing it with you and rebalancing your portfolio, as needed, so you remain on track. It is always our priority to keep you updated on the economy and financial markets, so that you feel informed and prepared for what may come.

Learn more about investing with confidence
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PREPARE FOR LIFE’S TRANSITIONS


  • Marriage
  • Divorce
  • Loss of Spouse
  • Inheritance
  • Managing and Supporting Sandwich Generations
  • Starting/Building/Selling a Business
  • Executive Job Transitions
  • Retirement

CREATE A LEGACY


Whether you want help preparing your children and grandchildren to manage their wealth, creating a philanthropic and tax-advantage giving strategy, or defining your legacy, Bryn Mawr Trust can assist you with sophisticated and customized trust and estate planning and administration.

Learn more about estate planning tailored to you
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BEGIN YOUR JOURNEY