Strategic guidance and solutions for building a financially secure future.
Whether you have an established portfolio or are looking for the best way to manage your assets, our seasoned investment professionals provide customized solutions to help you build a financially secure future.
Building Your Financial Portfolio
Because we do not own or market proprietary products, we can deliver unbiased advice in helping you build a personalized, goal-based portfolio.
At Webster Bank we provide a comprehensive and personalized approach to building your portfolio, including the following six stages:
Identify Long-term Goals
We work to understand your unique financial situation, objectives and goals for the future.
Develop A Strategic Plan
We develop a strategic, customized wealth management plan for achieving your vision.
Analyze Current Holdings
We measure success based on our clients' progress toward accomplishing their individual goals.
Select Investment Managers
We pair you with an investment manager whose expertise matches your needs, ensuring that we provide you with the level of personalized service that you deserve.
Recommend Tactical Adjustments
As your portfolio grows, we carefully monitor and recommend adjustments that are suited to maximize your earnings.
Provide Ongoing Risk Management
We are always available to discuss risk and offer ongoing support and guidance.
Webster Investment & Asset Management Team
At Webster Bank we customize portfolios to each individual's needs and goals. We deliver the unparalleled level of service that our customers deserve as they rely on our expertise to navigate the complexities of managing wealth.
Edward T. Wilson
SVP, Director of Portfolio Management
“As Director of Portfolio Management for Webster Private Bank, I create and manage customized investment portfolios for high net worth and institutional clients. I have over 25 years' experience serving the investment management, planning and fiduciary needs of a wide range of clients.”