Private Banking for Corporate Executives
At WSFS Private Banking, 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
Director of Private Banking
A WSFS financial expert will help you find the right solution.
Financial Considerations When Caring for Elderly Parents
It may be difficult to think about your parents passing, so discussing their estate plan is often avoided. However, ensuring their wishes are met can provide peace of mind.Read More
Three Important Factors to Consider When Investing in Today’s Fixed Income Market
Interest rates have been on the rise since early last year when the Federal Reserve began raising the federal funds rate that now sits at roughly 5.00%. Investors have been looking to take advantage of today’s interest rate environment and add additional income to their coffers.Read More
Social Security Depletion – What You Should Know
By the year 2034, the Social Security Trust fund will be depleted, and benefits will be reduced by 20% if nothing changes, according to the Social Security and Medicare Board of Trustees 2023 Annual Report.Read More