Planning Services
Financial Planning
It all starts with a plan. Before we can help you create a plan, our team begins by understanding your situation, your objectives and your tolerance for risk. Working together, we help you develop a highly customized plan that is designed to evolve as you, your family and your circumstances change. Whether it’s your children’s education, rolling over a 401(k) plan, a second home or early retirement, we can help you reach your goals.
Estate Planning
You want to provide a legacy for your heirs – ensuring the wealth you worked so hard to accumulate will be preserved and distributed according to your wishes. Whether it is distributing your assets or protecting your business, our team of experts understands the tax implications and the right asset management strategies to provide for your family’s future.
Business Succession
Serving individuals, families and businesses for more than 175 years, WSFS understands closely-held businesses and recognizes that business owners have specialized planning requirements. WSFS Wealth Strategies has the expertise to take a holistic view and properly execute in the context of the entire estate plan. Let us help you ensure that your business continues successfully and your financial goals are met.
Charitable Giving
If it’s important for you to make a difference in the lives of others and the community in which you live, charitable giving can be an important part of your family legacy. Our experienced team of experts can help you choose the right gifting vehicle to help you reach your philanthropic goals.
