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Customized Wealth Management
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.
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.
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.
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.
Financial Planning
Success is the outcome of either planning or luck. We work the first way. Planning starts with an understanding of where you are on your path. Our clients typically have multiple goals with different timelines. We have a thoughtful process that has proven to prioritize those goals, manage them simultaneously and generate quantifiable results. Life does change things, however; our dynamic process allows us to systematically monitor your progress and adjust as appropriate.
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.
Success stories and resources
Read case histories of how we meet our clients’ real challenges with solid solutions.
Every quarter, we publish articles, tips and trends to help you better grasp and appreciate the intricacies of managing your wealth.
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.
Webster Bank, N.A. licenses the technology from its third party service vendor SEI Global Services, Inc. to support Webster Private Bank’s portfolio website. SEI Global Services, Inc. and Webster Private Bank are independent entities.
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