Investment Management

Whether you are trying to plan your retirement or considering the legacy you leave, WSFS Private Client has the expertise to custom tailor solutions for your wealth planning needs.

At WSFS Private Client, we provide wealth management strategies to families and businesses across the Delaware Valley. With more than two decades of experience, we bring a unique perspective to the financial planning process. Through every phase of life, we provide our clients with financial services that meet their needs, including:


Together, we’ll explore the many areas of wealth strategies and determine which require our immediate attention and which are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

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