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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From Conshohocken to Dover, WSFS Bank Celebrates Local Flavor
As we enter the holiday shopping season, it’s important to support local businesses this Small Business Saturday and beyond. As a trusted advisor to businesses…
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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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Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact
Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and markets? History provides a valuable…
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Tax-Smart Retirement Income Planning Strategies
Retirement is a goal we set with dreams of traveling abroad, playing golf, relaxing on the beach, pursuing a passion project, spending more time with…
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Planning Perspectives: Inside the New Bryn Mawr Trust Podcast
Strategically planning out your financial future can be tricky. While there’s science behind the numbers of analytics, there’s also personal factors to consider. The Planning…
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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…
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Beauty or Beast: The One Big Beautiful Bill Act and Key Tax Changes to Prepare For
The passage of the One Big Beautiful Bill Act has many excited for extensions from the 2017 Tax Cuts and Jobs Act legislation. Others are…
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Caring for Aging Parents and Estate Planning: What the Children Need to Know
As parents age, adult children often find themselves in the dual role of caregiver and financial planner — a balancing act that can be emotionally…
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Former WSFS Bank CEO’s New Book Offers Leadership Wisdom for Business Growth, Resilience
The ball was in Mark Turner’s court. A few years ago, Turner’s predecessor as CEO of WSFS Bank, Skip Schoenhals, published a memoir that offered…
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Nudy’s Cafe Opening 15th Location in Glen Mills as Chain Expands
Nudy’s Cafe, operating as a breakfast and lunch venue for 46 years, is opening its 15th location in Glen Mills, writes Emma Dooling for Philadelphia…
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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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Bucks County Leadership: Rodger Levenson, Chairman, President, and CEO of WSFS Bank
Rodger Levenson, Chairman, President, and CEO of WSFS Bank, spoke with BUCKSCO 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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