Whatever your level of wealth, or your financial goals, WSFS can help you create a personalized wealth management plan, backed by over 180 years of expertise.
Personal wealth planning solutions customized to your specifications.Learn More
Independent, unbiased advice is fundamental to your financial success.Learn More
When you're ready to hear how the experts at WSFS can help you manage your wealth, and reach your financial goals, let us know.Learn More
Workable, effective solutions for individuals and families with substantial assets.Learn More
Identify the right investment mix based on your specific goals and risk preference.Learn More
Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed