Your Journey.

Our Commitment.


Built on a foundation
of trust


a customized approach

the strength to serve you well


Years Of History
Assets Under Management and Assets Under Administration*
Private, Family, &
Institutional Clients
Experienced Professionals

*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50B, WSFS Institutional Services: $26B as of September 30, 2024

forging lasting relationships

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meeting you where you are

We work with you to help secure your financial future through all of our resources, tailored solutions, and personalized wealth planning advice delivered locally by professionals you can trust. We meet you where you are today, for where you want to be tomorrow.

Explore Individuals & Families
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helping your business thrive

Business owners have comprehensive wealth planning needs. Bryn Mawr Trust is there for you, from business launch to succession planning, and assisting  with qualified retirement plan services.

Explore Businesses
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securing your mission

While focused on your philanthropic goals, Bryn Mawr Trust helps you optimize your assets, align your resources with your purpose, and address your challenges.

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PROVIDING wealth management SERVICES


Explore Wealth Management Services

RECENT INSIGHTS


  • Beneficiary Designation

    Securing Your Legacy: Why Updating Your Beneficiary Designations Matter

    As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing…
  • A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

    RMDs: Key Strategies and Common Pitfalls

    Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss required minimum distributions.

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