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Webster Investments

Michael Goncalves,

Michael provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Michael uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Michael monitors its performance on an ongoing basis, and makes any adjustments as needed.

Michael attended the University of Connecticut and studied wealth transfer strategies, portfolio design and modern portfolio theory at a Harvard University workshop.

Michaels’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66, LIFE & HEALTH

Michael Goncalves,

Senior Vice President, Wealth Consultant

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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