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.

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.

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.

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.

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.

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.

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.

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.