After 20 years in the advisory business, I've seen a lot of change. One thing that has remained constant is a sense that many people just aren't efficient with their wealth. I partner with people who realize they can't be experts at everything and value the long term benefits of working with someone who specializes in finance. A partner young enough to keep up with the ever changing trends in the industry, the economy and the world; but experienced enough to understand the risks that abound and keeps the longer term goals of their clients in perspective at all times. I predominantly serve clients in a fiduciary capacity. This legally requires me to manage and make recommendations that suit their best interests at all times when managing their assets. Not only does that help ensure the bond of trust that's crucial in an advisory relationship; but also allows for the creativity and flexibility in presenting investment solutions that I believe truly separate me from my competition. The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are offered through CES Insurance Agency. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. This communication is strictly intended for individuals residing in the states of DE, NJ, PA, MD, NY, CA, FL, SC, GA, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html 