With success comes certain expectations

Your wealth advisory team has to be the cohesive unit that handles every financial request, is timely and thoughtful with their insights and flawless with their execution.

Private Bank - Webster Bank

Personal

Your crucial first step with us is a thorough financial plan to address often-complicated goals. Then, you can engage our investment team to execute and manage your portfolio.

You'll also enjoy customized financing solutions that are tailored exclusively to you. And checking and savings accounts provide all the features you want.

Finally, our fiduciary services for trusts and philanthropic intentions will allow you to leave the legacy you dream of.

When delivered with our concierge-level service, it makes Personal Services from Webster Private Bank an uncommon offering.

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Institutional

If you are a not-for-profit, you know that successful endowment management means everything. You are the steward of your donors' contributions and dedicated to your organization’s mission. Webster applauds and shares your commitment and fiduciary mindset.

If you are a dedicated employee of a State, Local or Education (SLED) government or school district, you know that wise and thoughtful pension management can lead to a more comfortable future for your constituents.

Webster’s understanding and experience, particularly of the specialized nature of reporting and regulatory compliance, make for a unique partnership.

Solutions in action

Trust, respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.

We attract the best and brightest

Located where you live and work, our team delivers boutique-like responsiveness supported by deep teams and extensive resources. We have an appreciation for the gravity of our role as stewards of your financial affairs, striving every day to offer objective, balanced counsel.

Experience a higher level of banking.

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Market Insights

The SECURE Act has arrived

The SECURE Act will require attention to estate plans of many, many more clients, because the stretch IRA has, with only a few exceptions, been abolished.

Planning for retirement benefits

A critical question in many estate plans is what to do about retirement benefits. For many the answer has been to rely on a stretch IRA to maximize tax advantages. Unfortunately, that approach seems to have lost favor in Congress, as detailed in our lead article.

When your deal needs a bank that does more

When you need a credit solution that demands creative thinking, how do you get your deal done faster? At Webster Private Bank, you deal directly with local decision-makers, not a long-distance committee. As a result, we usually deliver an interest rate response within twenty-four hours, not three days. 

Disclosures

Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.

Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.

Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

All credit products are subject to the normal credit approval process.