We work with a group of highly successful entrepreneurs, CEOs, executives and families, who expect success across all facets of their life — business, new ventures, strong families and as community leaders.
Their financial success supports their success in all these facets of life. These clients are thoughtful, collaborative, creative and driven to get the best out of themselves and the people they work with.
SEI Private Wealth Management helps these individuals and families build and execute wealth management strategies based on their unique goals. By leading clients through our proprietary discovery process, we help them identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals.
We bring a mix of expertise to solving our client's unique problems or needs. Our team comprises a range of individual skills in business, client, investment, tax, financial planning, legal, estate, banking and operational expertise. We're dedicated to challenging traditional thinking, putting clients first, and exhausting every possibility when advising clients.
SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.