Private Banking for Corporate Executives

AT WSFS Wealth Client Management, we understand the challenges you face as an executive and we have a specialized, dedicated team of knowledgeable professionals who focus on meeting the needs of corporate executives and holders of concentrated positions. Whether you are a part of a company which is public or considering going public, your advisor is dedicated to building and managing a customized strategy that will help you meet your investment and financial objectives.

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Our Services

Customized Lending Solutions

Mortgages
Unsecured Lines of Credit
Marketable Secured Lines of Credit

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Retirement and Estate Planning

Long term investment strategies
Tax Planning
Coordinated efforts with clients’ other service providers including their attorney and accountant

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Equity Positions

Diversification strategies
Risk management

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Family Legacy

Estate transfer guidance
Philanthropy

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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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WSFS Financial Corporation to Combine with Bryn Mawr Bank Corporation

We are pleased to announce that Bryn Mawr Bank Corporation has agreed to combine with WSFS Financial to create the premier, locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region.

Financial Resolutions – Seven Simple Strategies to Improve Your Finances in 2022

With the year ending, many of us begin thinking about what we want to accomplish next year and in the long term. For some it is committing to a healthier diet, getting more exercise, spending more time with family, going on more adventures or saving more in the future.

Year-end Financial Checklist – Eight Helpful Tips to Staying Financially Focused

Has another year really gone by? Seems impossible. For many of us, life is busy, advancing our careers, raising children, moving, and traveling just to name a few things. Still, it is important to stay financially focused, and the last quarter of the year is a great time to revisit your finances and build a plan for the upcoming year.