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:
We work to understand your unique financial situation, objectives and goals for the future.
We develop a strategic, customized wealth management plan for achieving your vision.
We measure success based on our clients' progress toward accomplishing their individual goals.
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.
As your portfolio grows, we carefully monitor and recommend adjustments that are suited to maximize your earnings.
We are always available to discuss risk and offer ongoing support and guidance.
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.
“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.”
