As an investor, you know that return on investment is but one criteria of success.
Have your financial resources been managed in a manner that helps you sleep well at night? Have you enjoyed the rewards of tax-efficient investing? In general, has your investment plan moved you closer to achieving your financial goals?
Your Portfolio Manager and team are able to help you design, construct and actively manage a tailored portfolio to achieve those financial goals.
At Webster Bank’s Private Bank, we don’t take a one-size-fit-all approach, says Ed Wilson, Senior Managing Director of Investment Management. Learn more about how we put investment solutions to work for you.
Our relationship begins by identifying your investment objectives. After analyzing your current holdings and developing a strategic asset allocation plan, we construct a customized portfolio together. And as every day brings new developments — and opportunities — we continually make tactical recommendations and adjustments to optimize your portfolio, ultimately managing towards your unique goal-based financial objectives.
Building trust, earning respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.
Explore articles, tips and trends to help you better understand and appreciate the intricacies of managing your wealth.
Located where you live and work, your team delivers boutique-level responsiveness backed by deep expertise and robust resources. With a strong sense of stewardship, you receive objective, balanced guidance across all aspects of your financial life.
Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.
Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
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