Your connection to a [ LIFE ] fulfilled
Our Client Promise
Individuals, multi-generational families, and institutions have turned to us for more than 130 years, and our client promise is simple: We focus our full attention, abilities and resources on you. With collaborative advice and planning, we’ll connect you to your purpose and promise.
Is your organization built to last?
Your investments are a key part of how you’ll be able to reach your goals. So it’s important to have a partner ask the right questions to discover not only what your goals are, but how you could reach them.
Estate & Trust Planning
What do I want my legacy to be?
Your legacy is more than just what you leave behind; it’s also how you leave it behind. You deserve a partner who can build the right plan to ensure the people and causes that mean the most to you will continue to thrive.
Special Needs Planning
How do I plan for a loved one
who needs support?
You have experts in Special Needs Planning at your disposal to develop the right plans to ensure your loved one has their needs taken care of, now and in the future.
WSFS Wealth Investments
How can I be more involved
in my investments?
Investor has fiduciary responsibility (they and the broker shouldn’t take their hands off the wheel)
WSFS Private Banking
How do I best manage my
As your assets grow and become more complex, so do your banking needs. This is when it helps to have dedicated banking and lending experts who understand the complexities of your situation and can help with the day-to-day needs.
Two the Point
Market Insights in Two Minutes
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we talk about the power of family wealth planning meetings.