Planning for the future is complex; Webster Private Bank’s experienced team will simplify the process to help you get the most out of your assets today, tomorrow and in the future. You’ll work with an experienced Wealth Advisor who will:
- Evaluate your current situation
- Define objectives and challenges
- Develop strategies
- Recommend solutions
- Assist with implementation
- Select appropriate investments and services
Count on us for:
- Short- and long-term financial planning
- Cash flow and personal balance sheet analysis
- Tax planning
- Debt management
- Estate planning
- Retirement planning
- Risk management
- Education funding
- Charitable giving/philanthropy
- Business succession planning
- Employee benefits analysis
If you would like more information, please contact Peter Gabriel, Head of Private Banking at 203-328-8110 or firstname.lastname@example.org.
Investment, trust, credit and banking services offered through 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.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.