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Private Banking: Financial Planning

Our objective is to guide you in making intelligent decisions concerning your financial wellbeing. We have a time-tested, disciplined process that helps to provide clarity and structure to your financial position. Once we fully understand your short- and long-term goals, we work with you to create the roadmap to help you meet your life objectives.

Areas of analysis include but are not limited to:

  • Cash flow planning
  • Executive benefits analysis
  • Business succession planning
  • Education planning
  • Estate and gifting strategies
  • Charitable giving strategies
  • Asset protection strategies

Solutions in Action

Building trust, earning respect, and 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.

Private Banking Insights

Explore articles, tips and trends to help you better grasp and appreciate the intricacies of managing your wealth.

Expertise that moves you forward

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.

Contact Us

Take the next step toward a more strategic investment management experience.

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Disclosures

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.