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. Wealth planning & management Investment management Trust, fiduciary & estate services Family philanthropy & education Financial wealth administration Sustainable & impact investing 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 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 Insights View All Insights WEALTH ADVISORY & PLANNING Establishing Personal Wealth Goals and Preparing a Balance Sheet Most individuals and families of wealth hold a financial position that is the equivalent of a small business, but few approach their personal finances in that manner. Establishing wealth goals and preparing a personal balance sheet are the first steps in developing a comprehensive Goals-Based wealth management plan. Read article INVESTMENT STRATEGY Sizing Up Real Estate in Portfolio Construction In today’s global capital markets, many assets are priced above what we consider to be their long-term fair value and trade at valuations well in excess of historical averages. Most assets have re-rated (i.e., recovered a majority of price decline or even above pre-COVID levels) as the global economy continues to improve... Read article WEALTH ADVISORY & PLANNING Rethinking Philanthropy Philanthropy is an integral part of the American DNA. Today, individual and family donations exceed corporate and foundation grants by a factor of four. Yet, despite their generosity, fewer than half of U.S. donors have a formal giving plan. Read article 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. CONTACT US Who We Are Contact Careers Disclosures Terms of Use Website Privacy & Cookies Policy Subscribe to Glenmede Digest for the latest news & trends SUBMIT © 2021 Glenmede. All rights reserved. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. By using this website, you agree to ourWebsite Privacy & Cookies Policy. Cookies Settings Reject All Cookies Accept All Cookies