FINANCIAL AND WEALTH PLANNING

Wealth creates opportunities as well as complexities. We start the wealth planning process by taking the time to understand you, your resources, and your vision so we can work together to align your plan, your investments, and your life.

As part of our engagement, we personalize your wealth plan to guide you along your unique path. It is the roadmap informing your investment strategy, estate planning strategy, retirement plan, and other guidance we provide to help give you peace of mind.

Our 7-Step planning process

Your Bryn Mawr Trust Advisory team collaborates with you to manage your financial needs, providing service and access to customized solutions. Through the wealth planning process, we help simplify the complex and give you confidence in your journey.

A wheel showing the wealth planning process in steps from one to seven; they are represented as puzzle pieces fitting together in a circular shape. Pieces 1 and 2 are green, and under the category "Discovery." 1: Understand Your Journey & Define Our Partnership 2: Identify & Prioritize Goals & Objectives Steps 3 and 4 are gray, and under the "Design" category. 3: Assess Your Current Strategies & Identify Opportunities 4: Explore Alternative Approaches & Formulate Recommendations Steps 5 and 6 are blue, and under the "Execution" category. 5: Deliver Options & Recommendations 6: Implement Selected Strategies Step 7 is navy blue, and under the "Oversight" category. 7: Monitor Progress Towards Goals

Our 7-Step planning process

Your Bryn Mawr Trust Advisory team collaborates with you to manage your financial needs, providing service and access to customized solutions. Through the wealth planning process, we help simplify the complex and give you confidence in your journey.

A puzzle set showing the wealth planning process in steps from one to seven. Steps 1 and 2 are both green, and grouped under the category "Discovery." Step 1 reads: Understand your journey & define our partnership. Step 2 reads: Identify and prioritize goals and objectives. Steps 3 and 4 are both gray, and grouped under the category "Design." Step 3 reads "Assess your current strategies and identify opportunities." Step 4 reads, "Explore alternative approaches and formulate recommendations." Steps 5 and 6 are blue, and grouped under the "Execution" section. Step 5 reads, "Deliver options and recommendations." Step 6 reads, "Implement selected strategies." Step 7 is navy blue, and under the category "Oversight." Step 7 reads, "Monitor progress toward goals."

Discovery

1. Understand your journey & define our partnership


We take the time to understand where you are, your time horizon, what matters most to you and why, determine the scope of the wealth planning engagement, and manage risks along the way.

2. Identify & prioritize goals & objectives


Through our deep discovery process, we work with you to align your priorities with your purpose, create your path.

Design

3. Assess your current strategies & identify opportunities


We review your existing financial plan together to identify gaps and opportunities.

4. Explore alternative approaches & formulate recommendations


We tailor your financial plan to align with your situation and goals,  identifying strategies to overcome any shortfalls and meet your objectives.

Execution

5. Deliver options & recommendations


We craft your investment strategy, considering tax implications, asset allocation, expenses, risk, and liquidity factors for each goal. We discuss your options and determine the best approach for you.

6. Implement selected strategies


Your dedicated Bryn Mawr Trust team puts your wealth plan into action.

Oversight

7. Monitor progress towards goals


We track your progress toward your goals and amend your plan as circumstances and market conditions warrant.1

Whether your objective is a comfortable retirement, leaving a legacy for your heirs, succession planning and retirement plans for your business, or supporting a cherished cause, our mission is to help you reach your financial and life goals.

Whether your objective is a comfortable retirement, leaving a legacy for your heirs, succession planning and retirement plans for your business, or supporting a cherished cause, our mission is to help you reach your financial and life goals.

Begin your journey

Contact us

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