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An unwavering focus on wealth and investment management

You have worked hard – and you have been rewarded. The next step is finding a trusted wealth partner with the experience you need and deserve.
Baker Tilly

A trusted partner to manage your wealth



Although your payout from the Baker Tilly transaction is a well-deserved reward, it can also be overwhelming. Significant wealth necessitates a comprehensive, tailored plan from a partner you can trust.

Glenmede’s planning, fiduciary and investment capabilities have successfully served individuals and families for over 65 years. Our experienced professionals can guide you through the dimensions of wealth as we personalize a comprehensive strategy designed for your unique needs and goals.





Glenmede At-A-Glance

Privately owned and independent, our values and commitment have and will continue to guide a long-term perspective for our clients.

Years of Experience 
States in which Clients are Served
Client-to-Employee Ratio
As of 3/31/24
Family Wealth Award

Glenmede is the recipient of Family Wealth Report’s award for Fiduciary or Trust Services

An Uncommon Level of Service

Being proactive and creating a wealth plan today will help increase the likelihood of success tomorrow. We believe that a planning-led, investment aligned approach maximizes the potential for you to achieve successful outcomes.

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Goals-Based Wealth Management

First, we will build a comprehensive and coordinated plan that aligns your unique circumstances and goals with your values, family dynamics and long-term vision for your legacy.

Our proprietary Goals-Based Wealth Management process can help you visualize the complex relationship between goals, investments, risk and wealth planning alternatives across different scenarios. Together, we prioritize your wealth into three capital pools, each with its own time horizon, risk characteristics and investment strategies:

  • Lifestyle- Money to support short-term goals and long-term lifestyle needs
  • Legacy– Assets and values to transfer to subsequent generations
  • Philanthropy– A strategy for funding philanthropic interests
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Investment Management

From there, we construct a long-term investment plan that aligns with your goals-based wealth plan and your investment objectives. It includes a diversified portfolio that seeks to capitalize on rising markets and protect against significant losses if they decline.

Our investment philosophy is rooted in the belief that:

  • Robust portfolio construction includes diversification by asset class, style and geography.
  • Rigorous risk management is key to wealth preservation.
  • Active and passive investment strategies are complementary.

Explore Our Wide Range of Services

Our Commitment to You

You can be confident in our sincere desire to foster a collaborative relationship focused on thoughtfully protecting, preserving and growing your wealth. We are committed to earning your trust.
As a Baker Tilly employee, you are able to receive Glenmede’s services at a special rate. Please contact us to learn more.

Educational Materials

Estate Planning: Mapping Out Your Course
Tax Efficient Wealth Transfer Strategies
The Keys to Effective Wealth Administration
Getting Your Estate Plan Started
Baker Tilly

Let's Talk

We are privileged to have the opportunity to help you navigate, protect and preserve the wealth you have earned.

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Let's Talk

We are privileged to have the opportunity to help you navigate, protect and preserve the wealth you have earned.

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*Required Fields