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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.

Our Services

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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

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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