Mike Frederick

I’m passionate about work and life – and the balance between the two. It’s what drives me personally, and what shapes my approach with clients. This strive for balance resonates with families that feel overwhelmed with complexity, with those families going through transition, and with families that are currently disappointed with their current wealth solution.

My motivation as a financial advisor is to help families understand, articulate and achieve their wealth goals for the benefit of themselves, their family, and their community. Our unique Discovery process forces our client and prospective families to sort through difficult subject matter in a clear and concise process.

After 10 years as a small business owner, I found this helpful for my own family. Experiencing this myself led to a career with SEI Private Wealth Management that I am proud of, and has enabled me to partner with a host of client relationships which I value deeply. Whether you are a first time wealth creator as an athlete or as a business owner, every wealthy family should want to explore the SEI Private Wealth Management solution.

SEI Private Wealth Management works directly with families, who cumulatively account for current Assets Under Advisement of $7.7 billion.1 Primarily, we help our clients to answer four essential questions regarding the future of their finances: “do I have enough money to support my lifestyle, what will happen to that money if something were to happen to me, is this wealth having the impact I want it to have on the world and what am I missing?” This is the way wealth would be managed if the client could create their optimal personalized solution.

1. As of September 30, 2025.

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