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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Saving for Retirement: The Millennial Way

Millennials, those born between 1981 and 1996 (ages 26 to 41), have come of age during a tumultuous time in our history: 9/11, the wars in Iraq and Afghanistan, the Great Financial Crisis, and more recently, civil unrest and COVID-19. Unlike the relative calm of the 1980s and 1990s when many baby boomers entered the workforce, the last 20 years have been chaotic.

Market Minute

The markets and the economy are ever-changing, making it hard to keep up sometimes. Let WSFS help you make sense of it all. Tune in to our Market Minute update from Andrew N. Davis, CFA®, Director of Research at West Capital Management, a subsidiary of WSFS Financial Corporation.

Investing in a Down Market

Warren Buffett, arguably the world’s greatest investor, wrote in his 1993 annual letter to Berkshire Hathaway shareholders, “In the short-term, the stock market is a voting machine, reflecting a voter registration test that requires only money, not intelligence or emotional stability, but in the long run, it is a weighing machine.”