SEI Private Wealth Management

We help individuals and families build and execute wealth management strategies based on their unique goals.

Areas of Expertise

  • Helping individuals and families build and execute wealth management strategies based on their unique goals
  • Helping clients identify, articulate and prioritize goals
  • A diverse set of qualifications in investing, tax management, estate planning and trust administration, succession, philanthropy
$3.2 Billion Assets under advisement
(as of December 31, 2018)

We help our clients identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals, by leading them through our proprietary discovery process.  

We then track clients’ progress towards their goals so they are empowered to make effective and impactful decisions around their wealth. 

We assume responsibility for the coordination of advice, day-to-day wealth management and getting you answers. You take back your time and focus on defining success and driving results.

Our relationship managers are advocates, advisors and fiduciary partners for each client, supported by our highly qualified account managers, analysts, specialist and team leaders. 

About our team

the private wealth team

Our team brings a mix of expertise to solving our client's problems or needs. Our expert members have a diverse set of individual skills in business, client, investment, tax, financial planning, legal, estate, banking and operational expertise. You’ll find our team members have exceptional credentials, from our educational accomplishments, to our career experience, to awards and recognition from peers in the industry. 

Although we are diverse in our skill sets, we are united in our mission. Each team member is expected to challenge traditional thinking, put clients first and exhaust every possibility when advising clients.

Meet our team

Michael Farrell, Managing Director
Michael’s vision drives our innovative approach. Email Michael  

Jeff Ladouceur, Director, Solutions Development  
Jeff’s been deeply involved in developing our goal-oriented approach, and is a leader in the creation of new ideas to support clients. Email Jeff

Deb Phillips, Director, Financial Management 
Deb ensures that all our that all our sophisticated components work together — financial reports, cash flow strategy, and cutting edge financial technology. Email Deb 

Joseph Mukurazita, CFA, CFP®, Director, Investments
Joseph ensures that our investment solutions and financial planning advice really works for our clients and their families. Email Joseph

Steve Wittenberg, JD, L.L.M., MBA, Series 65, Director, Legacy and Philanthropy
Legacy is one of the things that matters most to our clients, and Steve is an expert in the areas of tax, estate planning, succession and philanthropic advice. Email Steve 

 

Legal Note

SEI Private Wealth Management is an umbrella name for various wealth advisory services provided by SEI Investments Management Corporation (SIMC). SIMC is a subsidiary of SEI. 

See your investments through a new lens

Personal wealth management for high-net-worth individuals

If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them. We work with a group of highly successful entrepreneurs, CEOs, executives and families to align investments with personal objectives.

Personal wealth management
Photo: a client meets with advisor