Bryn Mawr Trust
Bryn Mawr Trust is a division of WSFS Bank that offers personalized wealth management services, including investment strategies, trust oversight, special needs trusts, philanthropic planning, and private banking.
It is supported by subsidiaries such as Bryn Mawr Capital Management and The Bryn Mawr Trust Company of Delaware, providing comprehensive financial solutions.
Address: 10 South Bryn Mawr Ave, Suite 200, Bryn Mawr, PA 19010
Phone: (833) 973-7633
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WSFS Bank Survey Finds Mid-Atlantic Small Businesses Show Resilience as Cost Pressures, AI Reshape the Local Landscape
Small businesses across the Greater Philadelphia region and Mid-Atlantic — from neighborhood retailers to local service providers — are demonstrating remarkable resilience in an economic…
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Visualizing Retirement: A New Way to Plan for Life After Work
Retirement planning has long been framed around numbers. Savings targets, withdrawal rates, and portfolio allocations tend to dominate the conversation. While essential, these elements leave…
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Protect What You’ve Built: Use Life Insurance in Your Planning
Life insurance can be a powerful tool to incorporate into your estate and broader financial plan, particularly if you are a business owner. This is due,…
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Why Digital Asset Management Matters More Than Ever
In a world where technology drives our daily lives, it is no surprise that we have increasingly placed more value on our digital identities and…
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Bryn Mawr Trust Survey Reveals Gaps Exist in Americans’ Digital Asset Awareness, Estate Planning
According to a new survey from Bryn Mawr Trust, Americans have little awareness about the importance of digital estate planning, despite placing a high monetary…
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Unlocking the Digital Vault: A Guide to Digital Estate Planning for Small Business Owners
In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial transactions to client communications, much…
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Philadelphia Leadership: Rodger Levenson, Chairman, President, and CEO of WSFS Bank
Rodger Levenson, Chairman, President, and CEO of WSFS Bank, spoke with PHILADELPHIA Today about growing up in Broomall, where he loved riding bikes and playing…
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WSFS Mortgage Study Reveals Positive Attitudes Toward Reverse Mortgages but Also Educational Opportunities
Reverse mortgages are gaining traction as a viable financial strategy for retirees seeking to enhance their cash flow and maintain their lifestyle in their golden…
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Are Women Leading the Charge in Securing Their Financial Future?
Women are at the forefront of securing their financial futures, showcasing resilience, strategic planning, and an unwavering commitment to financial literacy. In an era where…
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WSFS Bank Celebrates Nearly 200 Years of Service for Its 192nd Birthday
To illustrate how long WSFS Bank has been serving the Greater Philadelphia and Delaware region, when the bank was chartered in 1832, electricity wouldn’t be…
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Bryn Mawr Trust’s Andrew Davis Connects the Macroeconomic Dots to Provide His Outlook for 2024
As the Head of Macroeconomic Research at Bryn Mawr Trust, Andrew Davis takes pride in being responsible for the company’s macroeconomic views. His wisdom in…
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5 Actions to Take Ahead of 2025 Tax Law Sunset
The Tax Cuts and Jobs Act of 2017 (TCJA) brought numerous changes to the tax code, including reduced individual income tax rates, significant increases to…
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and 457’s, have become a mainstay…
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Personalized Service, Keen Understanding of Client Needs Elevate WSFS Bank in World of Private Banking
Personalized service and a keen understanding of client needs are what set private bankers apart from their competition. WSFS Bank shines in the world of…
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