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.
Customized Lending Solutions
- Unsecured Lines of Credit
- Marketable Secured Lines of Credit
Retirement and Estate Planning
- Long term investment strategies
- Tax Planning
- Coordinated efforts with clients’ other service providers including their attorney and accountant
- Diversification strategies
- Risk management
- Estate transfer guidance
Frequently Asked Questions
Why Choose WSFS?
Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
Senior Vice President, Director
A WSFS financial expert will help you find the right solution.
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.Read More
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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.Read More