When it comes to investing your money and addressing your portfolio's potential, having the suitable tools and support can make all the difference.

Money Management on Your Terms

At Webster Investments our personalized brokerage services offer you access to assets with the goal to help you manage and grow your money.

We put you in direct contact with an experienced broker who works to understand your risk tolerance and provides ongoing consultation. We help boost your investment potential by giving you access to everything from stocks and bonds to securities.

Watch this short video to learn more about how our planning process can help you pursue your important financial goals.

Ready to take advantage of our personalized investment services?

 

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Investment Strategies

Take advantage of our investment strategies with the goal to boost your income potential by offering access to:

  • Full-service brokerage, phone-assisted trading options and self-service online trading
  • Dividend reinvestment
  • Reduced fees and enhanced services for brokerage account balances of $100,000+
  • Interest earned on cash reserves in your account
  • The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash.

    An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

  • Customizable, automatic transfers between your bank and brokerage accounts for purchases, sales, or dividend sweeps1

Investing Options

We understand your particular needs and provide you with access to a wide range of product options, including:

  • Listed and Over-the-Counter Stocks
  • Corporate, Municipal & Zero-Coupon Bonds
  • Money Market & Mutual Funds
  • Government & Tax-Advantaged Securities

Ready to take advantage of our personalized investment services?

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Webster Investment Planning Advice & Strategies

By John Olerio, Director, Senior Vice President, Webster Investments Only ten percent of Millennials1 can sleep easy tonight. They’re the ones who bought enough life insurance to cover the needs they themselves identified. There’s nothing unusual about avoiding a conversation about life insura...

There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics: Income splitting. Taxes are reduced for the total family unit by shifting income among several family members...

Sometimes people get caught up in the numbers so much that they forget why they're saving for retirement. At the beginning of your career, you may not have known what you wanted to do. Now that you've officially joined the ranks of pre-retirees — people who are around five or ten year...