How We Work with You

Our approach to every client relationship is geared to deliver the highest level of service and give clients direct access to all the expertise and sophisticated advice that we offer. As a Glenmede client, you will have a dedicated team working with—and for—you. In addition to being your “go-to” day-to-day contacts, they will coordinate with your other external advisors to streamline communication and act as quarterback to marshal Glenmede’s extensive subject-specific experts in service of your planning and wealth management needs.

At the outset, individuals and families are strategically paired with a team who works closely to coordinate communication across and bring the full range of our resources to bear on your behalf, oversee and streamline communications and ensure that accountability is always clear.