Goals-based wealth management
Discover our goals-based, personalized approach to planning and our process for measuring your success against what matters most to you.
Families and individuals
Private wealth management
Better wealth decisions for high-net-worth individuals and families.
What we do
We provide wealth advice and solutions that support the complete picture of your wealth, so you can achieve your goals.
-
-
A personal discovery process
We’ve flipped the switch on traditional goals. We account for all the moving parts in your life, and then focus on techniques to help achieve success.
-
Goals-based investing
Portfolios rooted in research and constructed to meet individual cash requirements, manage portfolio volatility and optimize tax efficacy.
-
Customized reporting
Personal scorecards go beyond standard industry reporting to provide a clearly organized view of everything you have—and how you’re doing.
Who we serve
For enterprising families and individuals, our wealth management team supports the full picture of your financial life—so you can see your wealth through a new lens.
Our insights
Get the latest research, commentary and thought leadership that speaks to your needs and interests.
Our team
Meet some of the experts at SEI who help facilitate better wealth decisions.
-
Private wealth experts
Our expert members have a diverse set of individual skills in business, financial planning, investment, tax, legal, estate, banking and operational expertise.
Legal disclaimer:
SEI Private Wealth Management is an umbrella name for various wealth services provided through SEI Investments Management Corporation, a registered investment advisor. Investing involves risk including possible loss of principal.