www.bmt.com
Open in
urlscan Pro
141.193.213.21
Public Scan
Submitted URL: http://bmtc.com/
Effective URL: https://www.bmt.com/
Submission: On September 14 via manual from US — Scanned from DE
Effective URL: https://www.bmt.com/
Submission: On September 14 via manual from US — Scanned from DE
Form analysis 1 forms found in the DOM
<form>
<div>
<div class="nf-before-form-content"><nf-section>
<div class="nf-form-fields-required">Fields marked with an <span class="ninja-forms-req-symbol">*</span> are required</div>
</nf-section></div>
<div class="nf-form-content ">
<div>
<div class="nf-mp-header">
<div>
</div>
</div>
<div class="nf-mp-body"><nf-rows-wrap>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-58-container" class="nf-field-container textbox-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-58-wrap" class="field-wrap textbox-wrap" data-field-id="58">
<div class="nf-field-label"><label for="nf-field-58" id="nf-label-field-58" class="">Name <span class="ninja-forms-req-symbol">*</span> </label></div>
<div class="nf-field-element">
<input type="text" value="" class="ninja-forms-field nf-element" id="nf-field-58" name="nf-field-58" aria-invalid="false" aria-describedby="nf-error-58" aria-labelledby="nf-label-field-58" required="">
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-58" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-59-container" class="nf-field-container email-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-59-wrap" class="field-wrap email-wrap" data-field-id="59">
<div class="nf-field-label"><label for="nf-field-59" id="nf-label-field-59" class="">Email <span class="ninja-forms-req-symbol">*</span> </label></div>
<div class="nf-field-element">
<input type="email" value="" class="ninja-forms-field nf-element" id="nf-field-59" name="email" autocomplete="email" aria-invalid="false" aria-describedby="nf-error-59" aria-labelledby="nf-label-field-59" required="">
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-59" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-62-container" class="nf-field-container phone-container label-above textbox-container">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-62-wrap" class="field-wrap phone-wrap textbox-wrap" data-field-id="62">
<div class="nf-field-label"><label for="nf-field-62" id="nf-label-field-62" class="">Phone <span class="ninja-forms-req-symbol">*</span> </label></div>
<div class="nf-field-element">
<input type="tel" value="" class="ninja-forms-field nf-element" id="nf-field-62" name="phone" autocomplete="tel" aria-invalid="false" aria-describedby="nf-error-62" aria-labelledby="nf-label-field-62" required="">
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-62" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-63-container" class="nf-field-container textbox-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-63-wrap" class="field-wrap textbox-wrap" data-field-id="63">
<div class="nf-field-label"><label for="nf-field-63" id="nf-label-field-63" class="">Company </label></div>
<div class="nf-field-element">
<input type="text" value="" class="ninja-forms-field nf-element" id="nf-field-63" name="nf-field-63" aria-invalid="false" aria-describedby="nf-error-63" aria-labelledby="nf-label-field-63">
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-63" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-76-container" class="nf-field-container listselect-container label-above list-container">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-76-wrap" class="field-wrap listselect-wrap list-wrap list-select-wrap" data-field-id="76">
<div class="nf-field-label"><label for="nf-field-76" id="nf-label-field-76" class="">Area of Interest </label></div>
<div class="nf-field-element">
<select id="nf-field-76" name="nf-field-76" aria-invalid="false" aria-describedby="nf-error-76" class="ninja-forms-field nf-element" aria-labelledby="nf-label-field-76">
<option value="select-a-service" selected="selected">Select a Service</option>
<option value="investment-management">Investment Management</option>
<option value="private-banking-services">Private Banking Services</option>
<option value="personal-trust">Personal Trust</option>
<option value="financial-planning">Financial Planning</option>
<option value="estate-planning">Estate Planning</option>
<option value="business-succession-planning">Business Succession Planning</option>
<option value="insurance-solutions">Insurance Solutions</option>
<option value="speak-with-a-financial-advisor">Speak with a Financial Advisor</option>
<option value="retirement-planning">Retirement Planning</option>
<option value="endowments-and-foundations">Endowments and Foundations</option>
<option value="special-needs-planning">Special Needs Planning</option>
<option value="other">Other</option>
</select>
<div for="nf-field-76"></div>
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-76" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-64-container" class="nf-field-container listselect-container label-above list-container">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-64-wrap" class="field-wrap listselect-wrap list-wrap list-select-wrap" data-field-id="64">
<div class="nf-field-label"><label for="nf-field-64" id="nf-label-field-64" class="">Best Time to Call <span class="ninja-forms-req-symbol">*</span> </label></div>
<div class="nf-field-element">
<select id="nf-field-64" name="nf-field-64" aria-invalid="false" aria-describedby="nf-error-64" class="ninja-forms-field nf-element" aria-labelledby="nf-label-field-64" required="">
<option value="as-soon-as-possible" selected="selected">As Soon as Possible</option>
<option value="8-10-a-m">8 - 10 a.m. </option>
<option value="10-a-m-12-p-m">10 a.m - 12 p.m.</option>
<option value="12-2-p-m">12 - 2 p.m.</option>
<option value="2-4-p-m">2 - 4 p.m.</option>
<option value="4-6-p-m">4 - 6 p.m.</option>
</select>
<div for="nf-field-64"></div>
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-64" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-60-container" class="nf-field-container textarea-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-60-wrap" class="field-wrap textarea-wrap" data-field-id="60">
<div class="nf-field-label"><label for="nf-field-60" id="nf-label-field-60" class="">Message <span class="ninja-forms-req-symbol">*</span> </label></div>
<div class="nf-field-element">
<textarea id="nf-field-60" name="nf-field-60" aria-invalid="false" aria-describedby="nf-error-60" class="ninja-forms-field nf-element" aria-labelledby="nf-label-field-60" required=""></textarea>
</div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-60" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-61-container" class="nf-field-container submit-container label-above textbox-container">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-61-wrap" class="field-wrap submit-wrap textbox-wrap" data-field-id="61">
<div class="nf-field-label"></div>
<div class="nf-field-element">
<input id="nf-field-61" class="ninja-forms-field nf-element " type="button" value="Submit">
</div>
<div class="nf-error-wrap"></div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-61" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-73-container" class="nf-field-container hidden-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-73-wrap" class="field-wrap hidden-wrap" data-field-id="73">
<div class="nf-field-label"></div>
<div class="nf-field-element">
<input type="hidden" id="nf-field-73" name="nf-field-73" class="ninja-forms-field nf-element" value="Bryn Mawr Trust Wealth&nbsp;Management">
</div>
<div class="nf-error-wrap"></div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-73" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
<div class="nf-row">
<nf-cells>
<div class="nf-cell" style="width: 100%;">
<nf-fields><nf-field>
<div id="nf-field-74-container" class="nf-field-container hidden-container label-above ">
<div class="nf-before-field"><nf-section>
</nf-section></div>
<div class="nf-field">
<div id="nf-field-74-wrap" class="field-wrap hidden-wrap" data-field-id="74">
<div class="nf-field-label"></div>
<div class="nf-field-element">
<input type="hidden" id="nf-field-74" name="nf-field-74" class="ninja-forms-field nf-element" value="https://www.bmt.com/">
</div>
<div class="nf-error-wrap"></div>
</div>
</div>
<div class="nf-after-field"><nf-section>
<div class="nf-input-limit"></div>
<div id="nf-error-74" class="nf-error-wrap nf-error" role="alert"></div>
</nf-section></div>
</div>
</nf-field></nf-fields>
</div>
</nf-cells>
</div>
</nf-rows-wrap></div>
<div class="nf-mp-footer">
<div>
</div>
</div>
</div>
</div>
<div class="nf-after-form-content"><nf-section>
<div id="nf-form-errors-8" class="nf-form-errors" role="alert"><nf-errors></nf-errors></div>
<div class="nf-form-hp"><nf-section>
<label for="nf-field-hp-8" aria-hidden="true"> If you are a human seeing this field, please leave it empty. <input id="nf-field-hp-8" name="nf-field-hp" class="nf-element nf-field-hp" type="text" value="">
</label>
</nf-section></div>
</nf-section></div>
</div>
</form>Text Content
Skip to content
* Wealth Management
* Individuals & Families
* Investment Management
* Trust & Estate Planning
* Special Needs Planning
* WSFS Wealth Investments
* WSFS Private Banking
* Endowments, Nonprofits & Foundations
* Institutional Services
* Building Sustainable Nonprofits
* Investment Management
* WSFS Private Banking
* Business & Business Owners
* Investment Management for Businesses
* Succession Planning for Businesses
* Company Sponsored Retirement Consulting
* WSFS Private Banking
* Bryn Mawr Trust Company of DE
* Services
* Resources
* Glossary
* Insurance
* Business Insurance
* Property & General Liability
* Professional & Management Liability
* Group Employee Benefits
* Voluntary Benefits
* Workers’ Compensation
* Commercial Automotive
* Cyber Liability
* Life & Disability
* Personal Insurance
* Homeowners
* Autos, Boats & Specialty Vehicles
* Flood Insurance
* Valuable Articles
* Medical & Disability
* Personal Excess Umbrella Liability
* Life Insurance
* Industry Specialties
* Nonprofit & Social Services
* Information Technology
* Executives Insurance
* Physicians & Medical Professionals
* Commercial Real Estate
* Claim Management
* Risk Management
* Locations
* Contact Us
* Locations
* About Us
* Investor Relations
* Corporate
Responsibility
* Press Releases
* Corporate Overview
* Corporate Structure
* Officers & Directors
* Governance Documents
* Committee Charting
* Stock Information
* Tax Information – IRS Form 8937
* Dividends
* Dividend Reinvestment Plan
* SEC Filings
* Insider Transactions
* Institutional Ownership
* News & Market Data
* Press Releases
* Presentations & Transcripts
* Mergers & Acquisitions
* Event Calendar
* Other Information
* FAQ
* Information Request
* Credit Ratings
* Careers
* Resources
* Alerts
* News & Insights
* Market Insights
* Financial Calculators
Login
* Personal / Consumer Banking
* Small Business Banking
* Commercial Banking
* Wealth Management (WebLink)
* Wealth Management (Greenville)
* Investor 360
* Residential Loan Servicing
* Built Construction Manager
* Trust Client Account Access
* Individuals & Families
* Investment Management
* Trust & Estate Planning
* Special Needs Planning
* WSFS Wealth Investments
* WSFS Private Banking
* Endowments, Nonprofits & Foundations
* Institutional Services
* Building Sustainable Nonprofits
* Investment Management
* WSFS Private Banking
* Business & Business Owners
* Investment Management for Businesses
* Succession Planning for Businesses
* Company Sponsored Retirement Consulting
* WSFS Private Banking
* Bryn Mawr Trust Company of DE
* Services
* Resources
* Glossary
BRYN MAWR TRUST WEALTH MANAGEMENT
--------------------------------------------------------------------------------
CONNECTING YOU TO YOUR PURPOSE AND PROMISE WITH ADVICE AND PLANNING
OUR CLIENT PROMISE
Individuals, multi-generational families, and institutions have turned to us for
more than 130 years, and our client promise is simple: We focus our full
attention, abilities and resources on you. With collaborative advice and
planning, we’ll connect you to your purpose and promise.
Previous
Who is helping me ask the right questions?
Learn More
What is Bryn Mawr Trust’s investment philosophy?
Learn More
How will our money be invested?
Learn More
Next
YOUR EXPERIENCE AS A CLIENT
CONNECT
Share your vision and values while we take a deeper look to discover what
matters most.
COLLABORATE
Work together with all the experts and tools available to chart the course to
reaching your objectives.
ACTIVATE
Even after implementation, we work with you to monitor your plan progress, and
make recommendations as your needs change.
Wealth Planning Services
THE PLANNING PROCESS
STEP 1:
UNDERSTANDING YOUR SITUATION AND DEFINING OUR RELATIONSHIP
Share your vision, values, and objectives to set the direction of our work.
Together, we assess your goals to better understand your current financial
situation that will build the scope of a plan.
STEP 2:
THE DEEP DIVE: IDENTIFY AND SELECT GOALS
Our relationship will be pointed and personal to discover what matters most to
you. An open and honest conversation helps us understand what you want to
accomplish — your priorities and objectives.
STEP 3:
ANALYZE AND EVALUATE OPTIONS
Our team conducts a thorough analysis of your existing strategies and identifies
gaps or shortfalls. Then, we consider potential alternative solutions for the
next course of action.
STEP 4:
DEVELOP PLANNING RECOMMENDATIONS
We research banking, wealth management, and insurance solutions and collaborate
with your outside advisors to create a personalized plan with a well-defined
purpose for your wealth.
STEP 5:
PRESENT PLANNING RECOMMENDATIONS
We present our analysis and planning recommendations to you, sharing different
models and scenarios that illustrate current and potential planning options.
Together, we discuss alternatives and determine the appropriate steps toward
your achievement.
STEP 6:
IMPLEMENT STRATEGIES
Your Bryn Mawr Trust relationship team works to implement your action plans. We
proactively engage and coordinate efforts among investment advisors, wealth
advisors, private bankers, and outside advisors to fulfill your plan.
STEP 7:
MONITOR PROGRESS
Progress toward your priorities is monitored carefully. Subsequent next steps in
planning are updated as your goals and circumstances evolve.
eMoney: A Plan for Life1
A Plan for Life
0 seconds of 1 minute, 30 secondsVolume 90%
Press shift question mark to access a list of keyboard shortcuts
Keyboard ShortcutsEnabledDisabled
Play/PauseSPACE
Increase Volume↑
Decrease Volume↓
Seek Forward→
Seek Backward←
Captions On/Offc
Fullscreen/Exit Fullscreenf
Mute/Unmutem
Seek %0-9
Auto180p1080p720p406p270p180p
Live
00:00
00:00
01:30
Request a Call
--------------------------------------------------------------------------------
TWO THE POINT
MARKET INSIGHTS IN TWO MINUTES
In our weekly video series, we highlight one observation we think is most
important regarding the economy and the financial markets.
This week we compare gold, stocks, and bonds.
Watch Now
--------------------------------------------------------------------------------
INFLATION: EVERYTHING YOU NEED TO KNOW
Newsworthy Topics
It feels like you cannot have a conversation these days without discussing
inflation – prices at the pump, the grocery store, construction costs – it is a
very long list and rising prices are touching all our daily lives.
Read More
Individuals & FamiliesEndowments, Nonprofits & FoundationsBusiness Owners &
Businesses
Partner with Bryn Mawr Trust Wealth Management to explore life’s financial
options.
* Will I have enough to fund my lifestyle?
* If I make a financial change today, how will that affect my tomorrow?
* What do I want my legacy to be?
* How do I plan for a loved one who needs support?
* How do I best manage my day-to-day banking?
* Are there tools today that can help me envision a different tomorrow?
Request a Call
When you are focused on doing the most good for others, Bryn Mawr Trust Wealth
Management is focused on you.
* How can I get help running my foundation?
* How do we make our organization more capable?
* How can I get help running my foundation?
* How can our endowments and foundations do more?
* How do we get support for our day-to-day banking?
* How do we strengthen our revenue stream?
Request a Call
Partnership in business is essential for success. Partner with Bryn Mawr Trust
for solutions and expertise to help your business achieve its goals.
* How do I help my employees think about tomorrow?
* How do I ensure that my business and my legacy live on?
* My business is growing and so are my personal assets. How do I plan for my
future?
* Can I get more support from my complex banking needs?
Request a Call
REQUEST A CALL
×
Notice: JavaScript is required for this content.
Fields marked with an * are required
Name *
Email *
Phone *
Company
Area of Interest
Select a Service Investment Management Private Banking Services Personal Trust
Financial Planning Estate Planning Business Succession Planning Insurance
Solutions Speak with a Financial Advisor Retirement Planning Endowments and
Foundations Special Needs Planning Other
Best Time to Call *
As Soon as Possible 8 - 10 a.m. 10 a.m - 12 p.m. 12 - 2 p.m. 2 - 4 p.m. 4 - 6
p.m.
Message *
If you are a human seeing this field, please leave it empty.
NOTICE OF CHANGE TO YOUR ONLINE BANKING LOGIN
×
The combination of Bryn Mawr Trust to WSFS Bank occurred in March 2022. This
link will no longer be accessible through BMT.com beginning on October, 17,
2022. We encourage you to bookmark your new online banking URL: WSFSBank.com.
Login
NOTICE OF CHANGE TO YOUR ONLINE BANKING LOGIN
×
The combination of Bryn Mawr Trust to WSFS Bank occurred in March 2022. This
link will no longer be accessible through BMT.com beginning on October, 17,
2022. We encourage you to bookmark your new online banking URL: WSFSBank.com.
Login
NOTICE OF CHANGE TO YOUR ONLINE BANKING LOGIN
×
The combination of Bryn Mawr Trust to WSFS Bank occurred in March 2022. This
link will no longer be accessible through BMT.com beginning on October, 17,
2022. We encourage you to bookmark your new online banking URL: WSFSBank.com.
Login
* Follow Bryn Mawr Trust on Facebook
* Follow Bryn Mawr Trust on Twitter
* Follow Bryn Mawr Trust on Instagram
* Follow Bryn Mawr Trust on LinkedIn
* About Bryn Mawr Trust
* Locations
* Contact Us
* Careers
* Investors
* Terms & Conditions
* WSFS Privacy Notice
* Sitemap
IMPORTANT LEGAL DISCLOSURES AND INFORMATION
1Any third-party trademarks, and products or services related thereto, mentioned
are for discussion purposes only. Third party trademarks mentioned are not
commercially related to, or affiliated in any way with, Bryn Mawr Trust products
or services. Third party trademarks mentioned are also not endorsed by Bryn Mawr
Trust in any way. Bryn Mawr Trust may have agreements in place with third party
trademark owners that would render this trademark disclaimer not relevant.
eMoney is an advisory service offered by Bryn Mawr Trust as part of its
fee-based client relationship.
© 2022 WSFS Bank. NMLS #417673
Products and services are provided through WSFS Financial Corporation and its
various affiliates and subsidiaries.
WSFS Bank d/b/a Bryn Mawr Trust Member FDIC.
Bryn Mawr Trust is a d/b/a of WSFS Bank.
Bryn Mawr Trust is a division of WSFS Bank.
The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial
Corporation.
The financial advisors of WSFS Wealth Investments offer securities and advisory
services through Commonwealth Financial Network®, Member FINRA/SIPC, a
Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not
registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and
Commonwealth are separate and unaffiliated entities. Fixed Insurance products
and services are offered through CES Insurance Agency.
Investments are not insured by the FDIC and are not deposits or other
obligations of, or guaranteed by, any depository institution. Funds are subject
to investment risks, including possible loss of principal investment.
INVESTMENTS & INSURANCE: NOT A DEPOSIT. NOT FDIC - INSURED. NOT INSURED BY ANY
FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do
not provide legal, tax or accounting advice. Please consult your legal, tax or
accounting advisors to determine how this information may apply to your own
situation.