Private wealth management

We provide wealth advice and solutions that support the complete picture of your wealth, so you can achieve your goals.

Our clients are highly successful individuals and their families, who expect success across all facets of their life.

We bring a mix of expertise to solving our client’s unique problems or needs. Our team comprises a range of business, investment, tax, financial planning, legal, estate, banking and operational expertise. We’re dedicated to challenging traditional thinking, putting clients first, and exhausting every possibility when advising clients.

SEI Private Wealth Management helps our clients build and execute wealth management strategies based on their unique goals. By leading them through our proprietary discovery process, we help identify, articulate, and prioritize goals; track financial resources; and organize those resources to help drive better decisions and achieve their goals.

All your investments are not created equal.

Think about it: You probably have a more vested interest in maintaining your lifestyle than buying a vacation home. So why would you create a single portfolio with one set of risk measures?

We strive to take the best of modern portfolio theory¹ and apply it to each of your goals.

Evolving from single focused to beautifully complex

Our multi-portfolio construction assures that each goal (whether preservation or aspirational) is assigned its own risk tolerance, time horizon, and return target. Your portfolio is constructed to help meet individual cash requirements, manage portfolio volatility, and optimize tax efficacy.

And we track each portfolio metric relative to each of your goals, as well as to the market. We measure actual progress—and the implications of that are profound.

Why it changes everything

When your portfolios are focused on achieving goals, you have the potential to:

Generate excess capital beyond investment returns
Have more reliable income distributions to meet expenses or charitable distributions
Make better decisions using better portfolio data and goals-based metrics (like maximum drawdown and distribution targets)
Ward off emotional reactions to market downturns

Rooted in research

Goals-based investing is equal parts individual goals and capital markets. That balance is made structurally sound with original research, active portfolio management, and access to third-party specialist managers. Six investment principals guide us:

Set a firm foundation with asset allocation
Diversify wisely with active portfolio design
Select and evaluate leading, independent managers
Use active portfolio construction and management
Actively manage risk
Reduce tax impact

We merge your needs with our global economic perspective.

¹The modern portfolio theory (MPT) is a method that can be used by risk-averse investors to construct diversified portfolios that maximize their returns without unacceptable levels of risk.

If you’re investigating wealth managers, you might think we’re all the same. Not even close.

Sure, we check off all the boxes—investing, tax management, estate planning and trust administration, succession, philanthropy—yet you can’t box us in with everyone else.

That’s because we’ve reinvented the planning process, and deliver our services by bridging the gap between your goals and the wealth you’ve set aside to attain them.

Uncover your goals

Do you know what's not a goal? Retirement. It means something different to everyone. That's why it's so important to break from your preconceived notions of goals and consider your wealth in the context of your life.

To help you get there, we start with our Discovery Board—a powerful tool that helps you talk about what you really want. We sit down with you and your family, face to face, and listen. We ask questions and investigate trade-offs. Together, we determine what success looks like in your unique terms.

Set your course

We organize your resources against your goals for yourself, your family, and your community. Then, we run scenarios and show the impact that the decisions you make have on your progress.

We account for all the moving parts in your life, and then focus on the techniques that will help you achieve success as you've defined it:

Investments
Cash flow and risk management
Legacy planning
Goal Measurement

We uniquely integrate the process from front to back. If you think about it, this is actually a system you'd build, if you built it yourself — laser focused on your goals, constantly reviewed and adjusted, and designed to last across generations.

Glancing at a statement and then filing it away does little to get you in control of your wealth. And why would it?

What you really need is a clearly organized view of everything you have, with the additional context of how you are doing relative to achieving your goals. And you’ll get that, with personalized goals-based reporting and clear benchmarks—giving you the power to evaluate decisions you have already made, or are about to.

Keep score

This is so much more than the standard industry reporting. Personal scorecards allow you to analyze progress against your defined success measures, so you can align decisions with your long-term goals. And you see all of the success metrics supporting your goals from spending to asset allocation, from drawdown to gifting to testamentary transfer. Not only does that empower you to know when to make a change, it helps anchor you in volatile markets.

See results

Experts in goals-based wealth management

Our team has a diverse set of individual skills in business, financial planning, investment, tax, legal, estate, banking and operational expertise.

Michael S. Farrell

Jeff Ladouceur

Steve B. Wittenberg

See our full team

Let’s start a conversation.

Speak to a team member at 1-888-551-7872, email us at SEIPrivateWealth@seic.com, or fill in our form.

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Legal disclaimer:

SEI Private Wealth Management is an umbrella name for various wealth services provided through SEI Investments Management Corporation, a registered investment advisor. Investing involves risk including possible loss of principal.