What We Stand For
Our company is grounded in an unwavering commitment to serve the important purpose of enriching the lives of our clients. Pennsylvania Trust is an independent, employee-owned company, unified by shared beliefs and values dedicated to delivering the highest level of service to our clients.
Founded in 1986
Pennsylvania Trust is a leading wealth management firm in the Philadelphia area offering investment management, financial planning, tax, trust, estate and philanthropic solutions to help individuals, families, nonprofits and other organizations preserve and grow their wealth. We serve as a trusted partner to create value, understanding, confidence, and peace of mind by helping simplify the complex.
At Pennsylvania Trust, we believe our clients’ investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds and ETFs. When appropriate, we augment our client portfolios with alternative investments, further enhancing diversification while improving the potential for competitive long-term returns.
Pennsylvania Trust is recognized for its fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. We serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.
The Client Experience
Clients of Pennsylvania Trust benefit from their association with our company, courtesy of two conditions. First, we focus exclusively on wealth management, positioning our clients as our highest priority. Secondly, our commitment to one another as professionals and individuals, with a shared set of beliefs and values, reminds us to focus all our energies on that singular priority — our clients.