INDIVIDUALS & FAMILIES

A unique approach to wealth management that helps individuals and families make better financial decisions for themselves, their family and community.

Perspectives

Our Approach

Managing wealth doesn't have to be complicated.

Legacy Planning

Transferring money is simply a transaction. Transferring financial values and entrepreneurial skills is something else entirely.

Investing

Do my investments make sense? One size does not fit all. Each of your investment portfolios will be designed to fulfill a specific purpose.

Monitoring Progress

How am I doing? Our aggregated reporting gives you information not only on how much you have, but more importantly, what you've accomplished.

Knowledge Center

Be in the know. Get valuable insight on the latest investment trends, market insights and authoritative analysis.

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