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Wealth Management

We offer a wide range of services including financial planning and advice, investment management, trust, estate and retirement planning, tax planning, banking services and institutional trust services to individuals, families, business owners, law firms and corporations.

A Personalized Approach to Your Wealth Management

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Trust

We believe in creating long-term relationships that are built on a foundation of trust.

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Service

We work together to manage your financial needs, providing you with access to our unparalleled service and customized solutions.

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Respect

Our relationships are built on mutual respect that reaches well beyond money management.

Wealth Management Solutions

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Private Wealth Management

We are a premier wealth management company in the Greater Philadelphia and Delaware region with services that expand nationally and globally, providing the best possible service, products and solutions to our Clients.

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Non-Profits and Foundations

We help endowments, foundations, schools and non-profits work toward long-term financial sustainability.

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The Delaware Advantage

Bryn Mawr Trust Company of Delaware provides solutions under Delaware law and statutes, benefiting high-net-worth individuals and families, businesses and alternative business and special purpose entities.

A WSFS Financial Professional Will Help You Find the Right Solution

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Disclosures

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed.

WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.