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

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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.
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Grow your wealth

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

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Platinum Checking[1]

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

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Platinum Money Market[1]

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.

Home Lending

  • Conventional and Jumbo Mortgages
  • Home Equity Loan and Lines of Credit

Consumer Lending

  • Personal Lines of Credit
  • Unsecured Loans
  • Credit Cards
  • Auto Loans

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
  • Family Office, Tax Planning and Bill Pay

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

A WSFS Professional Will Help You Find the Right Solution