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.
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.