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Private Banking Services

At WSFS Wealth Private Banking, we understand the unique challenges that come with managing wealth. Our Private Banking Advisors serve as trusted partners to individuals and families and provide solid financial strategies for our clients.
With a client-centric focus, our lending solutions can provide you with a reliable source of funding for your business investments, real estate purchases, and other unforeseen expenses. We work with our entire team of Private Wealth advisors to ensure that your overall investment strategy is aligned with your comprehensive financial plan. From loan to deposit solutions, to liquidity events and succession planning, we are with you every step of the way.

Our Services

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Individual and Family Wealth

individual-family-wealth As part of WSFS Wealth Private Banking’s comprehensive services, our focus is toward what matters to you. We know that at its heart, wealth management is about matching financial strategies with your goals and aspirations. Your relationship with our Private Banking services begins through a discovery process. We listen, we ask questions, we want to know what you value the most. Understanding the goals of our clients’ families, serving our communities, and the promise to exceed your expectations have been a part of what we do for nearly 200 years.

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Liquidity and Cash Management

As a client of our private banking services, you benefit from our deposit solutions tailored to your needs. Engaged associates provide checking and savings account solutions, wire transfer services, online and mobile banking, and bill pay for comprehensive, fully integrated banking solutions.

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At WSFS Wealth Private Banking, our financial advisors provide you with the transparency and communication that helps us earn the privilege of being your trusted advisor. We are committed to a client-centric focus, tailoring investment portfolios to our clients' risk appetite and goals. We take a hands-on approach to managing each relationship. No matter what your level of wealth, working with us can help you pursue your wealth management goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

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Credit Solutions

Effective use of credit is often a key component of sophisticated financial plans. We provide secured and unsecured credit options for both simple and complex financing needs, specialized financing businesses and large purchases. We help deliver one-of-a-kind lending solutions that work for your overall financial plan to help accomplish your long-term growth strategy. Our innovative lending solutions through WSFS Mortgage as well as Home Equity loans and lines of credit help meet your home financing needs.

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Securities Backed Line of Credit

Securities-backed line of credit allows you to borrow money using your eligible marketable securities. With a higher advance rate, this credit solution may be the best answer for your liquidity needs. A securities-backed line of credit can satisfy your cash needs without selling assets and potentially disrupting your long-term investment plan.1 Prepare for unexpected opportunities with immediate access to funds whenever a need arises.

We Also Offer Suites of Services Specifically Catered to:

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Business Owners

Your WSFS Business Planning Advisor’s job is to integrate your business objectives with the personal financial goals you have set for yourself and for your family. We craft tailored business succession and estate plans that are uniquely suited to ensure that you meet your personal financial goals and business goals. We create and manage your plan to free up precious time for you to continue to focus on growing your business.

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Corporate Executives

WSFS private banking for corporate executives is a comprehensive approach to managing your business and your personal finances with a long-term strategy in mind. We craft tailored plans to your specific goals and objectives.

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Professional Practices

WSFS Private Banking provides services for medical and dental practices and accounting and law firms that are designed with flexibility in mind for busy professionals and their businesses. You receive individual attention from a dedicated, responsive, and experienced partner. We offer a full range of customized business solutions for every stage of your business.

Benefits of Private Banking

  • Concierge Service
  • Discounted Rates
  • Privacy and Security
  • Experienced Team
  • Online Banking Tools

Frequently Asked Questions

Who We Serve

The Private Banking advisors at WSFS provide you with the transparency and communication that helps us to earn the privilege of being your trusted advisor. From dentists, to doctors, to attorneys to business owners, to families and non-profits, we support your goals and aspirations.

  • Business Owners
  • Professional Practices
  • Attorneys
  • Doctors
  • Dentists
  • Non-Profits
  • Individuals
  • Families
  • Executives and Professionals

Why Choose WSFS?

WSFS Wealth offers customized solutions to manage your day-to-day banking needs, as well as solve complex matters for you and your related interests. Our staff is comprised of experienced, knowledgeable and caring professionals committed to personal service. We appreciate your interest in our services and sincerely look forward to serving you.

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
1 A decrease in the value of the collateral will require principal repayments to bring the account back into compliance.

Steve Kochie

Senior Vice President, Director

Private Banking

A WSFS financial expert will help you find the right solution.

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