Download our e-Treasury Secure Browser
Download the Sterling e-Treasury Token Client
Trust isn’t earned overnight. It’s earned day after day.
We establish trust by providing wise and trusted counsel. The Private Bank, Webster Investments, and Webster Bank Private Client help meet your ambitions for a life of financial health, clarity and prosperity.
The Private Bank serves a discerning clientele with exclusive, highly personalized financial services. Clients enjoy multiple benefits under one roof: comprehensive planning and disciplined management to invest, grow and protect your assets; creative credit solutions to meet specific financing needs; high-touch checking and savings accounts, and fiduciary services.
Whether your goals are for the next quarter or the next quarter century — or both — Webster Investments can help you work toward reaching them. It starts with listening and strategizing to develop a plan, then giving you the tools and support to implement and manage your portfolio. Most importantly, over time, we help you towards living the life you imagine and deserve for yourself.
A highly rewarding way to bank, enjoy extraordinary service and convenience through a dedicated Private Client Relationship Manager. You’ll enjoy access to top-tier solutions and unique privileges—and your own Private Client Relationship Manager who will take a holistic approach to your financial well-being.
Most folks have heard of financial planning and many feel they are in need of a personal financial plan, but what exactly does that mean? An appropriate definition of financial planning is: A collaborative process…
As we flip the calendar to 2024, financial markets continue to shrug off concerns over potential Fed missteps, focusing instead on the continued declines in inflation and an expectation of rate cuts in 2024. The Fed continues to orchestrate a near-perfect calibration of economic variables, balancing interest rate policy against growth and inflation metrics…
Following a challenging 2022, investors enjoyed a smoother upward rise in markets, despite three bank failures during the first half of 2023. A resilient global economy continued to chug along with moderate levels of inflation, slow but stable growth and low unemployment levels…
In late 2022, Congress passed the SECURE Act 2.0—powerful legislation designed to improve financial security in retirement for those both young and old. To guide you through the benefits this new law offers, we have highlighted a few key changes, as well as strategies to consider, as you plan for retirement.
As we hit the halfway point in 2023, global financial markets continue to largely ignore recession fears as the economic data supports the “soft landing” scenario. The Fed’s aggressive rate hikes have soothed inflation fears, while economic growth has moderated, and unemployment rates have held steady. Can this continue, or is it just a matter of time before the wheels come off?
As of this writing, the Federal Reserve has raised its benchmark Federal Funds Rate nine times since March 2022, from 0.25% to 4.75%,1 putting pressure on financial markets and valuations. These rate increases have also had important implications for gift, estate and wealth planning strategies.
While March’s banking crisis caused turmoil in the financial sector, the market overall has largely shrugged the events off at this point. As concerns linger over weakness in the banking sector, we may not be out of the woods just yet.
Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.
Investment products offered by Webster Private Bank 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 Private Bank 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.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Webster Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Webster Bank, N.A., Webster, Webster Bank, the Webster Bank logo, and the W symbol are trademarks of Webster Financial Corporation and registered in the U.S. Patent and Trademark Office.
© 2024 Webster Financial Corporation. All rights reserved.