Senior Executives
As a hard-working executive, you may define success by the achievement of your corporate goals. However, this often leaves little time for personal wealth planning, and financial planning that can be complex. Bryn Mawr Trust works with you to plan your personal financial journey, prepare for your future, and help you achieve your personal goals.
Make The Most of Your Compensation
When you gain seniority within your organization, you may begin receiving additional benefits, beyond salary and bonus, including stock grants, stock options, and other forms of deferred compensation. We will help you navigate the complexities of vesting, taxes, and decisions you need to make about your benefits, and integrate your total compensation into your financial plan.
Plan For Retirement
When the time comes to leave the workforce, you want to be prepared. We help you develop strategies to invest for the future you envision and show you options in the event you retire sooner than planned.
Give Back
Whether you want to fund your next generation’s college degrees, provide for a loved one with special needs, or support philanthropic causes that are important to you, Bryn Mawr Trust can help you create a tax-efficient strategy for giving, now, and as part of your estate.
Minimize Risk by Maintaining a Diversified Investment Portfolio
Stock options and stock grants enable you to share in your company’s success. However, as you accumulate shares, and as your company succeeds, your investment portfolio can become highly concentrated, putting you at undue risk. Your Bryn Mawr Trust team works with you to create a risk managed diversification strategy that considers your benefits, timeframe, and financial goals.
Bryn Mawr Trust helps you make the most of your compensation, plan your path to retirement, and define your legacy.
Bryn Mawr Trust helps you make the most of your compensation, plan your path to retirement, and define your legacy.
Begin your journey
Recent Insights
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Bryn Mawr Trust’s Internship Experience Pushes Jordan Walter Pelzer Out of Comfort Zone
Integrity is a critical trait for any financial planner, but at Bryn Mawr Trust, it’s non-negotiable for everyone, including interns. That experience has been central to Jordan Walter…
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Is Now the Time to Consider Alternative Investments in Your Portfolio?
Most people are familiar with traditional investments, such as stocks and bonds; however, alternative investments may be foreign to many investors. Although alternative investments can be traced back…
