We have the resources to manage complex situations. Whether you are a family of significant wealth, a private foundation, or a single-family office, our advisors take the time to understand and address your goals and provide a personalized plan.
It is our privilege to serve clients throughout the cycle of building, growing, preserving, and transferring their wealth, both today and across generations. Wealth is not static or one dimensional. Circumstances may vary but one principle guides our approach to wealth management—maintaining a long-term perspective
Assets Under Management for Private Wealth
Number of Offices
Client Retention Rate
As of 6/30/25. Client retention rate is the 10-year average of the Glenmede enterprise and reflects firmwide data from January 2014 to December 2024.
Planning Focused on You
Members of the LGBTQ+ community have a unique set of circumstances to consider when managing wealth. Our experienced professionals can create a wealth plan that addresses these challenges and aligns with your goals.
How do I know if a wealth advisor is right for me?
A suitable wealth planner or financial advisor listens to you so they can establish a collaborative partnership based on a deep understanding of your situation and long-term goals. Your wealth planning team should give you the confidence that they know you well enough to help you get where you want to go. Learn more about our Goals-Based Wealth Management approach.
How do I know if I need a new wealth advisor/planner?
Financial advisors and planners should be readily available for you. If you feel that you’re not receiving the level of support or the quality of service you deserve, it may be time to explore other options. To reach your goals, you and your family will need a partner who understands that your circumstances are unique and require a high level of care and attention.
Glenmede Private Wealth is privileged to have the opportunity to partner with you.
