Taxes

• Tax Planning
  Tax season is already underway, but it is never too early to start planning for next year’s tax filings. Here are five tax planning ideas to consider for this year. Read More
• Charitable Giving
  Charitable giving is a uniquely American phenomenon, driven by both social and tax considerations. In 2022, Americans gave $499.33 billion to charitable causes, according to the annual Giving USA dataset. Read More
• Tax Services
  As a longtime business owner in Milford, Delaware, Danny Perez has seen and experienced the community’s growth and opportunity since moving his family and tax management business to the area in 1999. Read More
• Roth IRA
  When it comes to saving for retirement, many of us are already familiar with the primary investment savings vehicles offered to us, the individual retirement account (IRA) and the employer-sponsored retirement account, such as the 401(k) and 403(b). However, if you are fortunate enough to work for a company that allows it, you may be able to take advantage of what is known as the “mega backdoor” Roth IRA. Read More

Investment

• Investment Management
  The Wealth Management segment of WSFS provides a broad array of planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate, and institutional clients through multiple integrated businesses, including...
• Mutual Funds
  Exchange Traded Funds (ETFs) are baskets of securities, providing the diversification benefits of mutual funds, but trade on major stock exchanges during trading hours. ETFs are offered in most asset classes, from stocks and bonds to currencies and commodities. ETFs generally have lower expense ratios and are more tax efficient than mutual funds
• Bonds
• Wealth Management
  WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of September 30, 2023, WSFS Financial Corporation had $20.0 billion in assets on its balance sheet and $77.6 billion in assets under management and administration. WSFS operates from 116 offices, 88 of which are banking offices, located in Pennsylvania (59), Delaware (40), New Jersey (14), Florida (1), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust

Accounting

• Accounting Services
  Like many during the COVID-19 Pandemic of 2020, I found myself out of work. Waking up to a world that literally shut down overnight, it was concerning not knowing where I would find my next paycheck. Should I start a bookkeeping firm to bridge the gap between jobs? Read More
• Bookkeeping Services

Planning

• Financial Planning
  WSFS Wealth Investments provides clients with advice in securities, investment advisory, insurance products, as well as financial planning, education planning, and retirement planning. We strive to provide the best personal service and we are passionate about creating solid financial strategies for our clients. We offer dedicated, local advisors who understand the unique needs of you and your family. Visit WSFS Wealth Investments
• Retirement Planning
  In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government for fiscal year 2023. Attached to this 4,126-page bill is the Secure Act 2.0, which changes retirement planning as we know it. Read More
• Asset Management
• College Funding
• Asset Protection
  Bryn Mawr Capital Management — Life is about more than accumulating money; therefore, our comprehensive wealth management services extend beyond simple money management. With our collaborative team approach, we purposefully lead with advice and planning. With that, you can be confident that we’re optimizing every aspect of your finances, including investment management, financial and estate planning, trust administration and consulting, asset protection, income and tax strategies, and balance sheet consulting through private banking.
• Reverse Mortgages