Call or request a consultation to see if you qualify for WSFS Private Banking.
Customized Deposit and Credit Solutions for You
Private Banking Services
At WSFS Private Banking, we understand the unique challenges that come with managing wealth. Our Private Banking Advisors serve as trusted partners to individuals, families and business owners in developing a deeply personalized strategy with customized deposit, credit and wealth management services tailored to your unique needs.
Why Choose WSFS Private Banking?
Concierge service
Through a relationship-based approach from a dedicated, local Private Banker, we focus our full attention, abilities and resources on you.
Trusted partner
WSFS Bank has served the Greater Philadelphia and Delaware region by earning the respect and trust of individuals, families, businesses and our Community.
Exclusive deposit, credit, and wealth management solutions
Access to checking and savings accounts with enhanced interest rates, personal lines of credit, mortgage and commercial loans, international and treasury services, and wealth management solutions designed with your preferences in mind.
Guidance and advice
You can rely on our objective financial guidance as we assess your goals and priorities and make recommendations for how to best achieve your goals.
Your Private Banker can provide insightful banking solutions and customized services, tailored to the unique personal needs of you and your family such as checking and savings accounts, personal lines of credit for day-to-day purchases, mortgage loans to finance a home or a vacation property, estate and tax planning solutions, and more.
Whether you are a successful entrepreneur, a chief executive officer, or a medical, dental, legal, or accounting professional, our team will develop a personalized strategy that addresses your short- and long-term wealth management goals through commercial real estate loans for your business, practice financing, and working capital loans, partner buy-in loans, business retirement plans, and more.
