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Private Banking for Professional Practices

WSFS Private Banking provides services for medical and dental practices and accounting and law firms that are designed with flexibility in mind for busy professionals and their businesses. You receive individual attention from a dedicated, responsive, and experienced partner. We offer a full range of customized business solutions for every stage of your business.

Our Services

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Commercial Mortgages

Commercial mortgages can be used for purchase and or renovation of owner-occupied real estate.

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Term Loans

Term loans can be used for equipment financing, ownership buyout loans, partnership capital-loans, business expansion loans, start-up medical and dental practice financing, and leasehold improvements.

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Working Capital

Working capital includes lines of credit for short-term funding needs such as malpractice insurance premiums, bonus payouts or general working capital needs.

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Commercial Deposit Accounts

Commercial deposit accounts can be tailored to your practices’ needs.

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Cash Management

Cash management includes online banking and bill pay, remote deposit, lockbox services, merchant services, and fraud protection services.

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Business Retirement Plans

We believe that your employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. We champion this cause by working with you to create a comprehensive retirement plan. Our goal is to help you create a successful investment strategy that has both high participation and high deferral percentages. Both vendor and investment neutral, we act as your true independent consultant.

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Securities Backed Line of Credit

A securities-backed line of credit enables you to borrow money using your eligible marketable securities. This credit solution can satisfy your cash needs without selling assets and potentially disrupting your long-term investment plan.1 Prepare for unexpected opportunities with immediate access to funds whenever a need arises.

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
1 A decrease in the value of the collateral will require principal repayments to bring the account back into compliance.

Steve Kochie

Senior Vice President, Director

Private Banking

A WSFS financial expert will help you find the right solution.

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