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Private Banking for Business Owners

At WSFS Business Planning, we provide innovative solutions for business owners to achieve comprehensive financial wellness for you, your family, and your business.
Throughout our nearly 200 years of service to the Delaware Valley's business community, we have helped countless business owners achieve their business goals. We have also worked with thousands of business owners who are extremely good at what they do, but who simply do not have enough time to build a fully integrated plan to achieve their personal financial goals or to optimize the market value of their business.

Having identified the many potential planning gaps that a business owner may develop over many years spent focusing primarily on the business, we have developed a team of experts to help our clients address these gaps.

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 investment plan to free up precious time for you to continue to focus on growing your business.

Our Services

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Liquidity Events

Liquidity events may represent a significant magnification of wealth for you and your family. With proper planning, the right timing, and an experienced team of advisors, you will be set up for a successful transition. Your WSFS Business Planning Advisor will be with you every step of the way to provide guidance and reassurance.

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Succession Planning

Planning for the next stage of your business is an ongoing process. You don’t have to wait until close to retirement age to do this. You should be planning all along. There are many decisions that need to be made and many factors determine the success of the plan. From selling your business or turning the reigns over to a family member, a WSFS Business Planning Advisor works with you to ensure a smooth transition. We help you face these key moments and navigate the transition with you.

Working with us is necessary so that you don’t run the risk of large tax bills, not realizing the true value of your business, and so that you can leave a great legacy for your family. Contact us to review a comprehensive financial plan designed specifically for you.

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Business Retirement Plans

We believe that your employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. We champion this cause by working with you to create a comprehensive retirement plan. Our goal is to help you create a successful plan that has both high participation and high deferral percentages. Both vendor and investment neutral, we act as your true independent consultant.

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Banking Services

We help you successfully seize business opportunities through customized credit and lending solutions, innovative liquidity, financing, and e-commerce solutions.

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Securities Backed Line of Credit

A securities backed line of credit is a unique line of credit that is backed by the securities of a borrower. A securities-backed line of credit may have increased lending limits and lower interest rates than traditional margin loans.

Frequently Asked Questions

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

Steve Kochie

Senior Vice President, Director

Private Banking

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

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