weath management

Receiving a Financial Windfall

If you’re suddenly in a new financial situation, knowing your options is a great place to start.

A financial windfall, inheritance or lottery
winning can bring new challenges.

Financial Success Conversation

We can help make it easier for you to protect your best interests and strategically
plan your financial future.

Not sure where to begin?

Here are some ways you can get started.

Wealth Due to Inheritance

Wealth Due to Inheritance

Often wealth is inherited without education on how to invest or manage it. This article talks about how to manage lump-sum inheritance and tax consequences.

Learn more about inheritance

Financial Windfall Checklist

Financial Windfall Checklist

Not sure where to start? This tool will help protect your best interests in the event of a financial windfall.

Learn more about a financial windfall

Federal Gift Tax Estimator

Federal Gift Tax Estimator

Now that you have wealth, you may desire to gift it to your family or a charity. This tool will help you understand the potential impact of gift taxes.

Learn more about gift taxes

*Wealth management services through INVEST are made available by Beneficial Advisors, LLC, a wholly-owned non-bank subsidiary of Beneficial Bank. Financial Advisors of Beneficial Advisors, LLC are Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered investment advisor. INVEST is not affiliated with Beneficial Advisors, LLC or Beneficial Bank. INVEST, Beneficial Advisors, LLC and Beneficial Bank do not provide tax or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are: Not a deposit or other obligation of any bank – Not insured by the FDIC – Not insured by any Federal Governmental Agency – Not guaranteed by Beneficial Bank or any of its affiliates – Subject to Investment Risk, including possible loss of principal.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

3. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Privacy Policy

Wealth management services through Beneficial Advisors, LLC, a wholly-owned non-bank subsidiary of Beneficial Bank are:

NOT FDIC INSURED

NO BANK GUARANTEE

MAY LOSE VALUE

ARE NOT DEPOSITS

ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY




beneficial advisors



1818 Beneficial Bank Place
1818 Market Street
Philadelphia, PA 19103

215.864.3598

The use of non-secure e-mail is intended for general questions, inquiries and comments only. Confidential Customer information cannot be accepted electronically

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Unsecure Email Disclosure

Your privacy is very important to us. We would like to advise you that Internet email is not a secure method of communication. Please do not submit any information that you consider confidential. We recommend you do not include any specific identifying information such as your social security, account, PIN numbers, date of birth, etc...

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USA PATRIOT Act

To help the government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you – When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license and other identifying documents.