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
(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
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
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
Yolanda Plaza-Charres, Director, Investments
Yolanda ensures that our investment solutions and financial planning advice support the goals we have identified for our clients and their families. Email Yolanda
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
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.
Recent Articles from Private Wealth Management
7 Reasons to be Glad You Chose Goals-Based Investing Knowing how your wealth strategy works can help you feel calm during periods of volatility.
Year-round Tax Harvest Tax management should be the cornerstone of every investor’s planning process
Talking About Money: Breaking the Taboo Study finds that discussing goals can help ultra-high-net-worth families preserve wealth