More Than an Advisor
We are more than an advisor; we are your advocate. Every client, regardless of relationship size, has access to a collaborative team of seasoned investment, financial planning, trust, estate, and tax professionals—a team committed to understanding you and your family in order to better apply specialized knowledge to your unique wealth management objectives.
Pennsylvania Trust has become a preferred destination for some of the industry’s most talented and respected wealth management professionals, giving us unparalleled depth and organizational expertise to serve individuals, families, foundations, and endowments.
30 Years of Collaboration
As we celebrate our firm’s 30th anniversary, we can confidently say there’s not much we haven’t seen and successfully navigated during this three decade journey. In both up and down markets, we view market challenges not as something to be feared, but as an opportunity to prove our worth, our relentless commitment to your financial wellbeing, and our willingness to go above and beyond to keep you focused on the big picture and on track toward achieving your family’s goals.
It’s a genuine testament to the depth of education, experience, and expertise of the team we’ve brought together here at Pennsylvania Trust. And it’s the product of an unprecedented longevity and stability of tenure we’ve been able to sustain — an invaluable client benefit that allows for truly deep, meaningful, and personal relationships to take root and flourish.
Going Above and Beyond
Whether you need a proactive voice of assurance that you’re well-positioned during times of market upheaval, or a knowledgeable sounding board and partner willing to assist you with special requests and unique financial challenges, the team here at Pennsylvania Trust is well prepared and willing to go above and beyond the typical investment and fiduciary services we provide — to leverage all our skills and knowledge to deliver greater value to your financial lives.