Investing, retirement planning and insurance services from WSFS Wealth Investments
A diversified portfolio — one that may combine investments in stocks, mutual funds, bonds and cash — will help you to achieve your financial objectives over time. Selecting the right investment mix based on your specific goals and risk preference is an important step in the planning process. Our team will work with you to develop and implement a plan that is right for you.
Meet our FAs:
WSFS Wealth Investments is a division of WSFS Bank. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are offered through WSFS Wealth Investments or CES Insurance Agency. Investments are not FDIC insured, are not guaranteed by the bank, and are subject to risks, including possible loss of the principal invested.
Important Customer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Products offered are:
• Not FDIC insured
• May lose value
• Not guaranteed by a bank
• Not a deposit
• Not guaranteed by any federal agency