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