Wealth brings a level of complexity. When Webster Private Bank is the foundation for serving you and providing wealth oversight, you benefit from a coordinated team and an innovative set of solutions under one roof.
Experience a level of service and expertise to help you articulate your wishes, counsel you on your options and deliver on your behalf. We are astute in all banking, investment, trust and financial planning matters and their related legal regulations. You gain clarity and confidence as you move forward.
All services are provided with the highest level of decorum and strictest confidentiality for you, our client.
Customized wealth management
Investing and asset management
Are you making your own investment decisions or not getting the advisory guidance you need? Solutions are at hand. Your experienced private banking portfolio management team brings to the table a planning mindset. We will design, execute and adjust to help you reach your individualized short- and long-term goals.
Borrowing and banking
You'll benefit from the services of our Tailored Credit group, who are singular in their ability to customize financing solutions to suit your unique needs. Plus, you'll enjoy our cash management accounts, which provide our best for checking, savings and related products.
Fiduciary and trust services
Rely on our decades of experience setting up and administering trusts and foundations. We’ll handle all compliance, reporting and taxation requirements. Philanthropic services usually involve legacy planning, charitable giving and endowments.
A team-based approach
We are organized in local teams comprised of advisors who deliver the full breadth of our client services. This approach enables us to be nimble and responsive in meeting your needs, while drawing upon the deep resources of Webster Bank.