Simplifying Your Financial Life with Wealth Planning Services
We focus on your needs, goals and concerns to create a comprehensive and custom plan designed to protect and grow your wealth.
Goals-Based Wealth Management
Our proprietary Goals-Based Wealth Management Review 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
Having enough money to support short-term goals and long-term lifestyle needs.
Their Influence on Advisory Goals
Affects cash flow planning and administration priorities
Legacy
Transferring assets and values to subsequent generations.
Their Influence on Advisory Goals
Estate documents are aligned with intentions. Includes education as part of the annual review process.
Philanthropy
Determining the best approach to funding philanthropic interests.
Their Influence on Advisory Goals
Asset and entity selection consider tax efficiency and values.
Their Influence on Advisory Goals
Affects cash flow planning and administration priorities
Estate documents are aligned with intentions. Includes education as part of the annual review process.
Asset and entity selection consider tax efficiency and values.
Learn how we use your goals to guide your investment strategy
Wealth Advisory and Administration
We partner with you to develop a customized wealth advisory approach that brings together the services you need for a comprehensive wealth plan — from financial planning and wealth administration to fiduciary and philanthropic services and client information management.
Employing Effective Tax Strategies
With a deep understanding of your goals and individual circumstances, we identify the most effective strategies for income, gift, and trust and estate planning purposes to optimize your taxes.
Frequently Asked Questions
Glenmede Private Wealth is privileged to have the opportunity to partner with you.
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