Our approach to wealth management can be quickly summarized: goal-oriented. Your wealth should be put to work toward achieving your goals. As your life changes and you discover new goals, new passions and new interests, SEI makes adjustments to keep your needs front and center. You are free from the everyday details of wealth management and poised to live your life the way you’re always envisioned it. Chase your dreams and passions without worry.

SEI Wealth Network uses a unique approach to establishing your goals and building a strategy for making them a reality.

Articulate

This is about discovery; determining how your wealth should benefit you, your family and your community. Our innovative approach involves using a board game.

Align

This is about getting organized; getting a complete and accurate picture of your wealth. Identifying and pulling together all your assets. We determine if your wealth can achieve your stated goals in a time frame that works for you. Your team — a Personal Business Manager supported by experts in financial strategy, legacy strategy and financial management and monitoring — is assembled. A Personal Action Plan serves as a foundation to evaluate future decisions.

Access

This is about getting expert advice; putting the right people, tools, products and services in place at the right time to effectively manage your wealth. We work with your trusted advisors — attorneys, accountants, estate planners — and bring on consultants who may be outside of SEI. Unlike many other wealth management firms, SEI takes an open architecture approach to investing. We have incredible depth and breadth of resources, but if you need a service or product we can’t provide, we will not hesitate to work with a competitor. Our objectivity means you’ll have unlimited global access to opportunities — an extension of our manager of managers philosophy. Your wealth always comes first.

Act

This is where we execute your Personal Action Plan; it's about ensuring your intentions are precisely executed. Your plan is continually revisited and revised based on how your life and financial picture change. We make sure we’re meeting your goals so you don’t have to think about it.