Prioritizing Women’s Wealth

You and your priorities should inform your wealth plan.

Private Wealth Women's Wealth

Our Commitment

Our teams are passionate about helping you maintain a long-term perspective throughout the cycle of growing, preserving, and transferring your wealth.

Through a highly personalized, collaborative process, we meet you wherever you are in life and work with you on your terms.

A Partnership Built Around You

You deserve a wealth partner that can understand and honor the many roles you play.

Glenmede’s experienced advisors are dedicated to helping you manage your wealth over the long term. We recognize that as investors, women know the road to financial well-being encompasses more than returns.

Wealth Planning & Advice

Careful, Proactive Planning

We help you build a wealth management strategy from the ground up that respects your values, honors your legacy, and strives to support your goals.

Relationship-Centered Advisory

We work to best understand your priorities so we can then integrate your goals for lifestyle, legacy, and philanthropy into a comprehensive, tailored plan.

Planning-Led, Values-Aligned Investing

We design an investment plan that aligns with your personal values and objectives.

Life Transitions and Caregiving Demands

Managing the impact of major life transitions, such as career changes, the sale or purchase of a business, marriage, divorce, or the death of a partner, require adaptable financial strategies. We provide meaningful guidance and support as your responsibilities and focus evolve throughout your life.

Longevity and Financial Resilience

Ensuring reliable retirement income means managing longevity risk. We recognize the growing importance of healthcare costs, long-term care, and estate planning and partner with you to build sustainable, growth-oriented portfolios intended to support your extended investment horizon.

Woman in Wealth Advocate of the Year

We are honored to receive the 2026 Private Asset Management Award for Women in Wealth Advocate of the Year, which recognizes excellence across the private wealth management community.

Capabilities Designed for Your Goals

Whether you’re building a career or business, cultivating a philanthropic legacy, or juggling caregiving responsibilities for your family, we are prepared to support you with thoughtful, tailored guidance. We believe that confidence in your wealth plan starts with confidence in your wealth partners.

Values-Based Investing & Portfolio Management

Our investment management team can help build a portfolio designed for long-term durability that reflects your highest priorities. We start by listening to what matters to you so that you can shape your portfolio in a way that reflects who you are rather than just market trends.

Investment Management

Philanthropic Planning & Wealth Education

For many women, philanthropy is deeply personal. We can help you integrate charitable giving into your overall wealth management strategy, identify tax considerations, and involve the next generation in your philanthropy, educating them so that they can be good stewards of your wealth.

Philanthropy & Wealth Education

Estate Planning & Trust Services

When we act as a fiduciary, we are required to always do so in your best interest. With an enduring commitment to fiduciary values since our founding, Glenmede partners with you and your advisors to create an estate plan that gives you confidence that your wishes are fulfilled.

Trust & Estate Planning

Tax Planning & Optimization

Your goals and individual circumstances should define your approach to taxes. We can help you identify income, gift, and trust and estate planning strategies with the potential to improve your tax efficiency.

Prioritizing Your Wealth Plan

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Your Wealth, Your Way

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Navigating a Divorce

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Frequently Asked Questions

How do I know if my wealth advisor understands the unique challenges women face managing their wealth?

Effective wealth advisors and planners will prioritize understanding you and your circumstances, often being able to anticipate your needs and concerns based on the strength of their relationship with you. It is important to work with a wealth manager that understands the unique aspects women may face, including disproportionate caregiving responsibilities, living longer, and the desire to have a charitable legacy. If you feel that you’re not receiving the level of personalized 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.

Why is it important that women find the right wealth management partner?

Women in the U.S. live an average of five to six years longer than men, which means a wealth plan built for your lifestyle and needs is important. A wealth partner who understands this and prioritizes a customized approach will build a strategy with your journey and goals in mind, accounting for longevity, healthcare costs, family care responsibilities, inflation over the long term, and legacy and philanthropic planning.