Individuals & Families

Trouble seeing your wealth clearly?
Only the right measures - personally relevant to you - will give you focus and confidence in your decision making
Not sure you’re making the right choices?
We’ll help align your goals with your financial life plan, so you can invest with a purpose.
Losing sight of yourself amid the data?
You don’t need more reports: you need the context necessary to act, rather than react.


There’s a reason you’re looking for a better, more transparent and coherent approach to your wealth:

  • Maybe you’re not thrilled with the advice you’ve been getting – or worse, you’re getting conflicting advice from the people around you.
  • Maybe you want more control, but don’t want to take time better spent on the things that matter most to you.
  • Maybe you’re not sure how you’re doing, and you can’t figure it out from the reports you get today.
  • Or maybe, with the markets being what they are, you simply want to preserve the wealth you have.

We get you.

Managing your wealth doesn’t have to be complicated. That’s because the only relevant metric of success is progress towards your unique life goals – for yourself, your family, and your community.

When you focus on your desired outcomes, you’re less likely to react to market fluctuations. You can stay the course because your goals are the course. Your focus remains on:

What do I want?
How do I get there?
How am I doing?

SEI Private Wealth Management will build and execute your life and wealth strategy by:

  • Defining meaningful objectives
  • Setting up personal portfolio strategies and roadmaps that define responsibilities for all involved parties
  • Constructing the right set of measurements to judge progress
  • Creating an enduring yet flexible system, so your values and intentions drive your decisions, today and in the future

Give us a call, send us an email - but definitely come see us. Our campus will surprise you - we’re not your typical wealth management firm and we certainly don’t look like one. Our advice process will intrigue you and help you:

  • Measure and work toward reaching your self-defined life goals
  • Create a system that revolves around you – whether that’s you personally, your family, or your community
  • Make better decisions

About SEI Private Wealth Management

SEI Private Wealth Management provides individuals and families with an innovative approach to wealth management. We provide personally relevant advice centered on your goals across all aspects of your wealth, with access to experts in:

  • Investments
  • Estate Planning
  • Philanthropy
  • Asset Protection
  • Tax Management
  • Financial Analysis and Cash Flow Management

SEI Private Wealth Management, formerly SEI Wealth Network, is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI Investments Company.

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Want to Learn More?

Speak to a team member today:

SEIPrivateWealth@seic.com

888-551-7872


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