That makes sense since we are a leading provider of global investment strategies for individuals and institutions. But what becomes abundantly clear after just one meeting together is that you really need much more.

An SEI wealth manager's first priority is getting to know you and what you want for yourself, your family, and your community. If you aren’t sure, or need help articulating those goals, our wealth managers can help with that too. In fact, our enlightening discovery process is one of the value-added steps we take with our clients throughout our relationship.

Our first priority is getting to know you and what you want for yourself, your family, and your community.

After our wealth managers get to know you and your situation, we begin to develop an integrated plan that is built exclusively on your goals and priorities. We develop your plan with a team of experts, familiar with your case, who debate the pros and cons of various approaches, and recommend various options for you to consider. All pieces are coordinated, integrated, and documented by us.

You utilize the decision-making framework we have developed to make more educated, better thought-through decisions. As you make your choices, we can fully implement all elements of your action plan for you and monitor them on an on-going basis. As an SEI Wealth Network client, you will be assigned a Personal Business Manager who will coordinate a team of cross-functional experts, including wealth managers, that will advise you and your family throughout our relationship.

The SEI Wealth Network. Integrated advice and planning for all the important things that impact your life and wealth.

Read more about The SEI Wealth Network Story.