Planning

The start and heart of all your actions is planning. As a Webster Private Bank client, you will have access to some of the most-sophisticated insight and projection tools available. Together with our most powerful resource — our teams — we can develop the plans to achieve your multifaceted goals.

Our goal is to help you make intelligent decisions concerning your financial life. We have a time-tested, effective process that leads to clarity and optimal outcomes. Once you know and are comfortable with your short- and long-term goals, we can develop the roadmap to reach them together.

Advisory services include

  • Cash flow planning
  • Executive benefits analysis
  • Business succession planning
  • Education planning
  • Estate and gifting strategies
  • Charitable giving strategies
  • Retirement planning
  • Risk mitigation

Solutions in action

Trust, respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.

Client success stories

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.

Webster Private Bank leadership

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Disclosures

Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.

Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.

Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

All credit products are subject to the normal credit approval process.