You'll work with an experienced and dedicated financial planner who will evaluate your current financial situation. Together, we'll define objectives and challenges, develop customized strategies, recommend solutions, assist with implementation, and help you in selecting appropriate investments and services.
Our dedicated financial planners have experience in a wide range of advisory services, including:
Our dedicated financial planners work closely with you to understand your current financial situation, objectives and goals for the future. By making timely decisions and remaining committed to ensuring you lasting peace of mind, we successfully develop customized wealth management plans for realizing your vision. We'll offer honest, unbiased advice on managing your wealth today and for generations to come.
“As head of Webster Private Bank's financial planning efforts, I work closely with individual clients to understand and analyze their financial and life concerns, and to develop creative strategies with thoughtful implementation to achieve their goals.”