WSFS Wealth

Client Management

WSFS Wealth Client Management offers customized solutions to manage your day-to-day banking needs, as well as solve complex matters for you and your related interests.

WSFS Wealth Private Banking

WSFS Wealth Client Management services are designed to simplify your life and help you handle your finances with ease. Through WSFS, you have access to a variety of deposit and credit solutions that are coupled with the array of WSFS Wealth services offered through our subsidiaries, including WSFS Wealth Investments, Cypress Capital Management, West Capital Management, Powdermill Financial Solutions and Christiana Trust. Our holistic approach to meeting your financial needs will consist of a range of solutions:

  • Interest checking
  • Money market account
  • Lines of credit
  • Mortgages: investment mortgages, residential mortgages, home equity lines and loans
  • Marketable securities lines and loans
  • Luxury asset financing
  • Loans to individuals, trusts, estates or business entities
  • Services for professionals and their practices

We also specialize in the needs of medical and dental practices. Let one of our experienced bankers give you the individual attention you deserve to help you manage a successful practice. Here are some of the services we offer.

For new practices and start ups:

  • Loans for owner occupied real estate
  • New equipment financing
  • New construction and leasehold improvements for operatory build out
  • Line of credit for working capital
  • Malpractice insurance financing (variable and fixed interest rates available)

For established and existing practices:

  • New equipment financing
  • New construction and leasehold improvements
  • Tailored loans to assist with the buy into partnerships and real estate holding companies
  • Line of credit for working capital
  • Malpractice insurance financing (variable and fixed interest rates available)

New physicians and dentists:

  • Unsecured lines of credit up to $25,000 for personal cash flow
  • Evaluate existing student loans
  • Tailored loans to assist with the buy into partnerships and real estate holding companies
  • Residential mortgages

Deposit services:

  • Offer a variety of personal and business checking accounts
  • Cash management, lock boxes, Xpress deposit and online banking

Credit services:

  • Lines of credit for short term cash flow needs
  • Unsecured line of credit
  • Tailored financing solutions
  • Investment mortgages

Guidelines for Wealth Client Management: $150,000 annual household income and $250,000 investable assets OR $500,000 investable assets. For more information on wealth management services, please click here.

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed