Fraudulent calling attempts are on the rise. Scammers are posing as WSFS Associates – using fake caller IDs and personal details to gain your trust. NEVER share your account passwords or verification codes on unsolicited calls. Verify the call by hanging up and notifying us directly at 888.973.7226 7am-7pm ET (M-F) and 9am-3pm ET (on weekends).

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customized deposit and credit solutions for you

Private Banking Services

At WSFS Private Banking, we understand the unique challenges that come with managing wealth. Our Private Banking Advisors serve as trusted partners to individuals, families and business owners in developing a deeply personalized strategy with customized deposit, credit and wealth management services tailored to your unique needs.

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Why Choose WSFS Private Banking?

Concierge service

Concierge service

Through a relationship-based approach from a dedicated, local Private Banker, we focus our full attention, abilities and resources on you.

Trusted partner

Trusted partner

WSFS Bank has served the Greater Philadelphia and Delaware region by earning the respect and trust of individuals, families, businesses and our Community.

Exclusive deposit, credit, and wealth management solutions

Exclusive deposit, credit, and wealth management solutions

Access to checking and savings accounts with enhanced interest rates, personal lines of credit, mortgage and commercial loans, international and treasury services, and wealth management solutions designed with your preferences in mind.

Guidance and advice

Guidance and advice

You can rely on our objective financial guidance as we assess your goals and priorities and make recommendations for how to best achieve your goals.

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Individual & Family Wealth

Your Private Banker can provide insightful banking solutions and customized services, tailored to the unique personal needs of you and your family such as checking and savings accounts, personal lines of credit for day-to-day purchases, mortgage loans to finance a home or a vacation property, estate and tax planning solutions, and more.

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Business Owners, Professional Practices & Corporate Executives

Whether you are a successful entrepreneur, a chief executive officer, or a medical, dental, legal, or accounting professional, our team will develop a personalized strategy that addresses your short- and long-term wealth management goals through commercial real estate loans for your business, practice financing, and working capital loans, partner buy-in loans, business retirement plans, and more.

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A WSFS Financial Professional Will Help You Find the Right Solution

Call or request a consultation to see if you qualify for WSFS Private Banking.

Request a Consultation Call 888.988.4510

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Disclosures

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed.
WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.