Joseph McCool, Suzanne Weston, Howard E.N. (Chip) Wilson and David Friedman
A High Standard Of Personalized Service And Thoughtful Advice
Significant wealth requires sophisticated, straightforward solutions that balance creative ideas with effective strategies. Glenmede Private Wealth in West Palm Beach partners with individuals and families who demand stability, appreciate agility and desire personalized wealth solutions that adapt with and grow their wealth.
Founded by the Pew family in 1956 to steward their charitable assets, today known as the Pew Charitable Trusts, Glenmede has operated with a fiduciary mindset since the beginning. Its duties as fiduciary resonate through its culture in serving clients with good faith, care and loyalty while striving to help them reach their goals.
Glenmede’s private ownership structure allows it to have a singular focus on investment and wealth management. Clients derive great confidence from its organizational stability, low client-to-employee ratios, disciplined investment philosophy, multigenerational perspective and dedication to building enduring partnerships.
“What differentiates us is our integrated team approach when serving clients,” says Howard E.N. (Chip) Wilson, director of Glenmede’s Florida office. “Since our founding, we have operated with a fiduciary mindset.”
“We align our recommendations with client objectives through a comprehensive assessment of their lifestyle, philanthropic and legacy objectives. From these discovery sessions, we build a foundation that is tailored to serve evolving needs over multiple generations.”
Glenmede amplifies its support of clients during turbulent market cycles.
“Our clients are hearing more and not less from us,” says Wilson. “We’ve fortified our digital communications and interactions to meet varying client needs during this uncertain environment. We believe the delivery of unparalleled client service is an ongoing expectation.”
Glenmede Private Wealth is located at 222 Lakeview Ave., Ste. 1160, West Palm Beach. For more information, call 561-571-4900 or visit glenmede.com/palm-beach-fl.
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