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
When you work with Bryn Mawr Trust, expect straightforward, insightful, educational, and respectful conversations from a team devoted to your success. Gain the peace of mind you deserve and the confidence you are heading toward the future you envision.
CARVE YOUR PATH
Our work with you is collaborative, anchored in building an understanding of your resources, current circumstances, and goals for the future. Through a well-crafted financial planning process, we work with you to forge a path for you, your family, and your life.
LET’S START A CONVERSATION TODAY
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.
PREPARE FOR LIFE’S TRANSITIONS
Every woman’s journey is unique. We are your partner, making sure you have the resources you need to make informed decisions at every stage along your life journey. You can rely on Bryn Mawr Trust for guidance in any situation, especially when you encounter a twist in the road. We help women of wealth adjust to expected and unexpected life transitions, such as:
- 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.
