Shaping your financial future
Wealth planning creates a blueprint of where you are and where you want to be. We understand that you want to be able to enjoy the life you’re building and the people you’re building it with – now and for many years to come.
Our Approach
Bringing together your life priorities with our planning strategies
50%
Of all investors lack a comprehensive financial plan (Philadelphia Business Journal Survey 2022)
“Wealth planning is knowing where your destination is and seeing the options to get there, even when an unexpected detour comes along.” Binney Wietlisbach, Vice Chair
You work hard for what you have. We work hard to help you grow it and protect it.
We understand that you want to be able to enjoy the life you’re building, and the people you’re building it with – now and for many years to come. That’s why so many rely on us for wealth planning. Beyond the numbers, we understand what, and who, it’s all about.
Legacy & Estate Planning
- Estate plan review
- Strategic wealth transfer
- Legacy planning
Retirement & Cash Flow Management
- Retirement needs analysis
- Advanced scenario planning
- Tax-efficient retirement solutions
Trust Planning
- Trust document review
- Asset protection and fiduciary review
Education & Next Generation Planning
- Education funding strategies
- Next-generation education
- Family giving and inter-family loans
Philanthropy
- Charitable giving strategies
- Strategic philanthropy
- Establishing family charitable values and giving vehicles
Risk Management
- Comprehensive insurance review
- Wealth transfer via insurance
- Private and employer insurance coverage review
Services for Entrepreneurs & Family Businesses
- Business succession planning
- Employee benefits planning
- Asset protection
- Insurance solutions
Wealth planning insights
Wealth Planning Tools for Smart Investors
When it comes to your investments, you want to make sure that you are making the smartest decisions you can. In order to do that, it is important to be equipped with the right tools in your toolbelt when it comes to making these choices. Having a financial plan is an important step whether [...]
The Difference Between Wealth Management and Financial Planning and Why You Need Both
Investors often use the terms wealth management and financial planning interchangeably. Yet, they each have specific purposes and benefits. Wealth management is the activity focused on identifying and using the right investments. A wealth management advisor works to ensure each investor has the proper asset allocation to gain the best chance at reaching their [...]
How Savvy Investors Are Remaining Focused
A few years ago, Binney Wietlisbach was sitting in a meeting when her assistant knocked on the door and delivered an urgent message. A long-time client had called and said they needed to speak with her about a family emergency. The president of The Haverford Trust Company stepped out of the meeting and answered [...]
