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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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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There’s a New Coffee Shop Coming to Chadds Ford, Anticipated to Open in Early April
There’s a new coffee shop coming to Chadds Ford! The Chadds Ford Coffee House, owned by Steve and Jackie Sonsini, is striving to open in…
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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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Bryn Mawr Trust’s Elizabeth Wagner Helps Transform Charitable Giving into Impactful Legacies, Offers Tips to Maximize Year-End Giving
As Senior Vice President and Director of Institutional Wealth Management at Bryn Mawr Trust, Elizabeth Wagner is more than just a financial expert; she’s a…
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4 Year-End Planning Strategies for Qualified Charitable Distributions
The end of the year is a notoriously busy time, known anecdotally to both bring great joy and great stress as individuals across the country…
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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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Three Important Factors to Consider When Investing in Today’s Fixed-Income Market
Interest rates have been on the rise since early last year when the Federal Reserve began raising the federal funds rate that now sits at…
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WSFS Bank and Bryn Mawr Trust’s Women in Wealth Making ‘Measurable Impact’ in Male-Dominated Industry
Wealth management has traditionally seen males take leading roles, a fact that makes WSFS Bank and its Bryn Mawr Trust division somewhat of a unicorn…
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Are You Ready for the Recent Retirement Enhancements from the Secure Act 2.0?
In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government for fiscal year 2023. Attached…
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Year-End Tax Planning Checklist: Steps to Maximize Your Financial Plan
Before the year comes to a close, there are some things you should review and consider with your overall financial plan. This past year has…
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Get Tips on Year-End Financial Planning from Bryn Mawr Trust’s Planning and Advice Team at Today’s NoonZOOM
With the end of the year on the horizon, now is the time to make sure you’re still on track for achieving your financial goals.…
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Bryn Mawr Trust Exec Explains How to Maximize Your Generosity, What to Consider as Giving Season Arrives
Six out of 10 American households are charitable, according to The Philanthropy Roundtable, and December is the month Americans make more charitable gifts than any…
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Wealth Management Exec at WSFS Bank Subsidiary Offers Tips to Ensure You Have a Solid Plan for Financial Success
Even the most ardent savers question whether they are doing enough to achieve financial success. Regardless of where you are on the spectrum of planning…
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Small Business Corporate Retirement Plans
In today’s highly competitive recruiting and hiring environment — especially for small and mid-size employers — a retirement plan at work is an indispensable benefit…
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Generational and Gender Differences in Approach to Estate Planning
Since the start of the pandemic, our lives have changed in a variety of ways, from increases in telemedicine and working from home to virtually…
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