WSFS Bank

Bryn Mawr Bank Corporation is a comprehensive financial services company based in Bryn Mawr, Pennsylvania, founded in 1889. It offers a diverse range of services, including retail and commercial banking, trust administration, wealth management, and insurance solutions. With corporate assets totaling approximately $4.63 billion and wealth assets under management and administration reaching $14.7 billion, Bryn Mawr Trust operates 35 full-service retail bank locations and additional branches catering to retirement communities across Pennsylvania, New Jersey, and Delaware. The company serves a wide array of clients, including individuals, multi-generational families, and institutions, providing services such as consumer and commercial loans, equipment leasing, mortgages, and various wealth management offerings like investment management and retirement planning. Additionally, Bryn Mawr Trust accepts a variety of deposit products, ensuring comprehensive financial support for its clientele.

Powdermill Financial Solutions LLC (“Powdermill”), established in 2003, is located in Wilmington, Delaware and serves an affluent clientele in the local community and throughout the United States. The firm specializes in providing unique, independent solutions to high net worth individuals, families and corporate executives through a coordinated, centralized approach. The firm simplifies the complex financial lives of their clients through services which include: estate and business succession planning, bill paying, tax planning and preparation, investment tracking and philanthropy management.