Out of the Box and into Discovery
If you're investigating wealth managers, you might think we're all the same. Not even close.
Sure, we check off all the boxes — investing, tax management, estate planning and trust administration, succession, philanthropy — yet you can't box us in with everyone else.
That's because we've reinvented the planning process, and deliver our services by bridging the gap between your goals and the wealth you've set aside to attain them.
Set Your Course
We Flipped the Script on Traditional Goals
We organize your resources against your goals for yourself, your family, and your community. Then, we run scenarios and show the impact that the decisions you make have on your progress.
We account for all the moving parts in your life — and then focus on the techniques that will help you achieve success as you've defined it:
- Cash flow and risk management
- Legacy planning
- Goal Measurement
We uniquely integrate the process from front to back. If you think about it, this is actually a system you'd build, if you built it yourself — laser focused on your goals, constantly reviewed and adjusted, and designed to last across generations.
Learn About Our Culture
Our team’s focus starts and ends with your life and legacy.
We apply advanced technology, economic theory, creativity and behavioral science to create a unique, flexible model that considers where you are, where you’re going, and what will happen after you’re gone. Learn more about our innovative culture.Watch the video
SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.
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