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.
Private banking
private banking
Your private banker, along with a team of specialists, provide custom lending solutions to meet your complex borrowing needs.
Home Lending
Consumer Lending
Securities-Based Lending
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.
Through our team-based approach, we also provide comprehensive financial planning and advice. Your private banker can assist you with:
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.
Products and services are provided through WSFS Financial Corporation and its various affiliates and subsidiaries.
INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
