Fraudulent calling attempts are on the rise. Scammers are posing as WSFS Associates – using fake caller IDs and personal details to gain your trust. NEVER share your account passwords or verification codes on unsolicited calls. Verify the call by hanging up and notifying us directly at 888.973.7226 7am-7pm ET (M-F) and 9am-3pm ET (on weekends).

Private Wealth Management

With a deep understanding of the complexities of wealth management, we provide comprehensive, tailored financial solutions designed to optimize and preserve your wealth. We offer a wide range of services including financial planning and advice, investment management, trust, estate and retirement planning, tax planning, banking services, and institutional trust services to individuals, families, business owners, law firms, and corporations.

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Helping You Manage and Preserve Your Wealth

Wherever you are in you financial journey, we have a solution for you.

Private Banking

Our dedicated Private Banking team will work one-on-one with you to develop a deeply personalized strategy by providing customized deposit, credit and wealth management services tailored to your unique needs.

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Collaborative Advice & Planning

Bryn Mawr Trust’s Client-focused advisory team develops a deeply personalized strategy that addresses your short- and long-term wealth management goals through a combination of solutions including investment management services, financial planning, estate and tax planning, trust services, legacy and retirement planning, and much more.

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A WSFS Financial Professional Will Help You Find the Right Solution

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Disclosures

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed.
WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.

Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.