concierge service for your banking needs

Private Banking for Individuals & Families

As part of WSFS Wealth Private Banking’s comprehensive services, we focus on what matters most to you. At its heart, wealth management is about matching financial strategies with your goals and aspirations. Understanding the goals of our Clients’ families, serving our Communities and exceeding your expectations have been central to what we do for nearly 200 years.

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Here to Help You at Every Stage of Your Financial Journey

Plan your wealth

We work one-on-one with you to develop a deeply personalized and customized plan that drives the entire wealth design process.

Grow your wealth

We set and monitor your short- and long-term financial goals with personalized banking solutions and investment management strategies.

Preserve your wealth

Ensure your hard work, today, provides for a worry-free retirement and lasts for generations, tomorrow.

Exclusive Private Banking Deposit Solutions

As a WSFS Private Banking Client, you have access to feature-rich checking and savings products designed exclusively for you^[1].

private banking

Platinum Checking

A specialized interest-bearing checking account for Private Banking Clients with no monthly service charge. It is our highest-performing checking account type.

No-Fee ATM transactions at ANY ATM and other banks’ surcharge fees reimbursed^[2]
Higher debit card purchase and ATM withdrawal limits (compared to standard WSFS debit cards)
No-fee wire transfers – foreign or domestic, incoming or outgoing
Countless other services provided at no cost to you, which will be explained in detail by your Private Banking Relationship Manager

private banking

Platinum Money Market

The Private Banking Platinum Money Market account is designed to reward clients with higher returns through balance-based interest tiers.

Earn the highest interest rate WSFS Bank offers for a personal, liquid account – which means you never have to wonder if you’re getting a competitive market rate
Earn tiered interest – the higher the balance the higher the return
Easy account access through your WSFS debit card, Online and Mobile Banking

Credit Solutions

Your private banker, along with a team of specialists, provide custom lending solutions to meet your complex borrowing needs.

Real Estate Lending

Conventional and Jumbo Mortgages
Home Equity Loan and Lines of Credit
Financing for Multi-Family, Industrial, and Other Commercial Property Types

Consumer Lending

Unsecured Loans
Luxury Financing (i.e., Art, Yachts, Jets, and Insurance Premium Financing)

Securities-Based Lending

Lines of Credit secured by marketable securities
Simple and customized structures available

International Services

Your private banker can connect you with our Capital Markets team to take advantage of international services that provide cost savings and security when transacting globally.

International Payments
Currency Risk Management
Travel Cash
Interest Rate Swaps
Foreign Currency Account

Wealth Management Solutions

Through our team-based approach, we also provide comprehensive financial planning and advice. Your private banker can assist you with:

Financial Planning
Investment Management
Trust and Estate Planning
Legacy Planning
Endowments and Foundations
Tax Planning and Bill Pay

Other Products That May be Right for You

Check out this related product.

Private Banking Solutions for Business Owners, Corporate Executives, and Professional Practices

From dentists, to doctors, to attorneys to business owners, to families and non-profits, we support your financial goals and aspirations.

Learn more

A WSFS Financial Professional Will Help You Find the Right Solution

Call or request a consultation to see if you qualify for WSFS Private Banking.

Request a Consultation Call 888.988.4510

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Disclosures

¹Available to Clients that meet WSFS Private Banking eligibility requirements. Please speak with a Private Banker to learn more.

²Up to $30 per statement period.

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.