A personal discovery process
We’ve flipped the switch on traditional goals. We account for all the moving parts in your life, and then focus on techniques to help achieve success.
What we do
Answer the essential questions.
Seeing all your wealth isn’t enough. We help you see your wealth in the context of your life.
Your personal success is not defined by a portfolio or its benchmarks—but by how well your interests align to your goals.
We help you get to the heart of what matters most to you, then tether your progress to quantitative data—like cash flow, assets, and liabilities. This goals-based approach brings organization, clarity, and confidence to your decision-making.
Goals-based investment style
Portfolios rooted in research and constructed to meet individual cash requirements, manage portfolio volatility and optimize tax efficacy.
Customized reporting
Personal scorecards go beyond standard industry reporting to provide a clearly organized view of everything you have—and how you’re doing.
Wealth insights
Smart thinking, commentary and research that impacts your life.
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.