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Happy family - private wealth management

INVESTMENT AND PRIVATE WEALTH MANAGEMENT

Your partner in purpose

At Glenmede Private Wealth, our mission is to empower the confident pursuit of your purpose, passions and legacy through integrated wealth management.

We go beyond the numbers

To us, wealth is not static or one dimensional. The complexities of wealth require an integrated approach that helps our clients understand how the dimensions of wealth are interconnected and why a multifaceted strategic plan is the best path to reaching a defined goal. This is how we go beyond the numbers to create meaningful impact — delivered in a personal, collaborative manner by our team of specialists.

Sophisticated, personalized solutions

Our deep experience in planning, investing and administration allows us to provide informed, personalized solutions for you and your family.

One integrated, expert team

Our success is defined by the meaningful and positive impact we have on your life as well as the loyal and long-term relationships we build across generations.

An uncommon level of service

Through passion and commitment, we are personally invested in what we do and who we serve. We tailor strategies intended to help reach your lifestyle, legacy and philanthropic goals.

Thoughtfully innovative mindset

Our culture of innovation is about being thoughtful as we balance the need for ease, speed and convenience against the safety and security of your assets and personal information.

How we can help you

With Glenmede, our clients can access a wide range of solutions to help define and achieve their wealth metrics.

  • At the center of our wealth advisory approach is our proprietary Goals-based Wealth Management process. This dynamic methodology provides insights from stress-tested scenarios to help you understand your options, make informed decisions and optimize the probability of achieving your desired goals.

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  • We see the value of both active and passive management and help formulate personalized goals-based investment strategies within a tested framework. We build diversified portfolios that aim to maximize returns based on your risk tolerance.

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  • Given our founding as a corporate trustee, and with decades of related experience, clients benefit from the skill, perspective and judgment we bring, as well as the time we take to adequately fulfill a wide range of duties for each fiduciary appointment.

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  • We help you explore and articulate family values to effectively prepare for wealth transfer and build an enduring legacy. Our personalized approach creates a bridge across generations.

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  • Wealth administration is a highly detail-oriented, often complex key to the successful implementation of your wealth plans. We offer the expertise, systems and operating structure for routine or highly specialized administration, and provide you with access to information and reports that help you stay informed and in control.

  • If you are interested in investing with an emphasis on a particular area, such as the climate, social justice or other targeted interests, we can design a data-driven portfolio that aligns with your intentions.

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Multigenerational family - private wealth management

Putting clients first

We take seriously our fiduciary duties, a conviction that resonates throughout Glenmede as we act in good faith and adhere to a higher standard of loyalty. This mindset, coupled with private and independent ownership, keeps us keenly focused on your investment and wealth management needs.

Our Values
Investment advisor helping private wealth management clients

Partnering with Glenmede

Our low client-to-advisor ratio means you are thoughtfully partnered with a team of interdisciplinary professionals that serves as your bridge from purpose to outcome. From working collaboratively with your family’s external advisors to educating and engaging younger generations, we will work assiduously to support your family’s needs.

5:1

Client-to-employee ratio

97%

Client retention

Our People

Experience the Glenmede difference

We welcome an opportunity to learn more about you, your passions and your goals.
 
Contact Laura LaRosa at 215-419-6027, Laura.LaRosa@Glenmede.com, or click the link below.

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