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