Glenmede

Glenmede's Cleveland private wealth team works with individuals and families on building, growing, preserving and transferring their wealth. Its services include wealth planning, investment management, trust and estate planning, and philanthropy and wealth education. The firm also serves as trustee or co-trustee for personal and charitable trusts, drawing on decades of experience as a professional trustee.

Glenmede is privately owned and independent, and its Cleveland office is in Beachwood. Wealth plans are customized around each client's goals, and the firm serves clients throughout the greater Cleveland area. Prospective clients can reach the wealth management team by phone to set up an initial conversation.