See your investments through a new lens
Goals first, financials second.
On the surface, that seems obvious. But, 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. Having clearly defined goals is what anchors your investment decisions.
Combine that with advice focused on achieving your desired outcomes, and you have the most complete picture of your wealth possible - and all the confidence that goes with it.
Initiate a plan to get it done.
Your personal success is not defined by a portfolio or its benchmarks — but by how well your interests align to your goals.
We help you see your wealth in the context of your life, then tether it to quantitative data — like cash flow, assets, and liabilities. This approach brings organization, clarity and confidence to your decision-making. Your success is defined by this goals-based framework, built to suit your life.
SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.