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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Are You Ready for the Recent Retirement Enhancements from the Secure Act 2.0?

In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government for fiscal year 2023. Attached to this 4,126-page bill is the Secure Act 2.0, which changes retirement planning as we know it.

Is a Roth IRA Conversion Right for You?

As we begin a New Year, we often reflect on the past and make resolutions for the future. Last year brought many challenges within the overall financial markets. In an effort to fight inflation the Fed raised interest rates from near zero to a range of 4.25% to 4.5%, the fastest pace since the 1980s.

End of Year Financial Planning Tips and Advice

The end of the year is a good opportunity to make sure you're still on track toward your financial goals. In this panel, Bryn Mawr Trust experts share tips on how reviewing your portfolio and personal finances now could potentially help reduce your tax liability.