Webster Financial Advisors

Working one-on-one, we’ll find a way to build, protect, and preserve your personal wealth and help you reach your ultimate objectives.

Along with wealth comes the complexities of managing it. Here, at Webster Financial Advisors, we have a team of experts ready to help you and your advisors understand all your financial options and opportunities, and plan carefully for your family’s future.

A department of Webster Bank, and a leader in financial services as one of the 50 largest financial institutions nationwide, our team at Webster Financial Advisors has decades of experience working with high-net-worth clients and their advisors to provide the sophisticated financial solutions and objective advice they need.

One Point of Contact to a Team of Specialists

Throughout your relationship with us, your personal relationship manager will work closely with you, your accountant, attorney and other advisors to understand your needs and your goals.

Your relationship manager then assembles a team of the right specialists at Webster, that may include your own dedicated investment manager, trust officer, or mortgage banker, to provide the right wealth management strategies and services for you.

Webster Financial Advisors Offer You

We invite you to meet with Webster Financial Advisors with no obligation. Please call us at 1-800-580-3656, or locate Webster Financial Advisors near you.

Disclaimer

Investment, trust, credit and banking services offered through Webster Financial Advisors, a department of Webster Bank, National Association. Investment products offered through Webster Financial Advisors are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.

 

Webster Financial Advisors is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

 

All credit products are subject to the normal credit approval process.

 

SEI Investments Management Corp. (SIMC) is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). Funds distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company. SEI Investments Management and Webster Financial Advisors are independent entities.

 

Insurance and risk management services offered through a marketing relationship with USI Insurance Services of Connecticut, Inc., a subsidiary of USI Holdings Corporation, which is a portfolio company of Goldman Sachs Capital Partners.

 

Webster Bank, N.A., Member FDIC, Equal Housing Lender

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Contact Us

Please call us at 1-888-580-3656 or 1-860-692-1633 to learn more about Webster Financial Advisors

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