Organization: Glenmede
Name: Mark R. Parthemer, AEP, ACTEC Fellow
Glenmede’s independent ownership, continuous innovation, and enduring commitment to our clients have made it a trusted partner for more than 65 years. With the resources of a large firm, the scale to provide personalized service, and an unwavering commitment to a fiduciary mindset, Glenmede offers its clients a true partnership based on a commitment to long-term planning.
The firm believes in empowering the confident pursuit of an individual’s or family’s purpose, passions, and legacy through integrated wealth management. Partnering with clients, Glenmede helps them identify, achieve, and maintain their lifestyle, legacy, and philanthropic goals. The experienced Florida team—led by Mark Parthemer, regional director and chief wealth strategist, alongside relationship managers Stephanie L. Baudo, Philip Neidoff, and Suzanne S. Weston, senior client service associate Sara Morrell and Joseph McCool and Kyle Belsky in business development—provides personalized, sophisticated solutions to individuals and families of significant wealth as well as family offices, endowments, and foundations.
Wealth can be complex and often requires a tailored plan. The team creates comprehensive and custom plans designed to protect and grow clients’ wealth. Glenmede follows a proprietary goals-based wealth management process to help clients visualize the intricate relationship between goals, investments, risk, and wealth planning alternatives across different scenarios. The planning-led approach is designed to define and document a client’s goals, create a plan unique to their circumstances and definition of success, and elevate their confidence in the probability of achieving their desired outcomes.
Customized advice and services should be delivered by experienced professionals who are
personally familiar with a client’s needs and objectives. Glenmede’s clients benefit from the support and insight of specialized teams across wealth planning and education, investment management, trust and estate planning, and family philanthropy. For this firm, success is defined by the meaningful and positive impact made on its clients’ lives as well as the loyal, long-term relationships built across generations.
“We believe each client is unique,” says Parthemer. “Through passion and commitment, we’re personally invested in who we serve and what we do, tailoring strategies intended to help our clients achieve their desired outcomes. At Glenmede, we deliver personalized, bespoke advice and provide solutions based on each client’s particular needs and goals.”
Mark R. Parthemer, JD, AEP®, ACTEC Fellow
222 Lakeview Ave., Suite 1160
West Palm Beach, FL
561-571-4900
glenmede.com
Facebook Comments