Guided Wealth Portfolios
Invest in your future with our new online investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
Automated investing backed by personalized service
Guided Wealth Portfolios combines the ease of technology with the personal attention and service of your financial consultants at Webster Investment Services. While most digital investing solutions, or robo advisors, don't include a dedicated relationship with a financial advisor, we're here to guide you throughout the online investing process.
Solutions designed just for you
Te help you pursue your objectives, you'll receive an investment allocation roadmap based on your goals, investing timeline and risk preferences. Your roadmap is also customized for your specific stage in life, and will change as your needs change.
- Ongoing planning, service, and advice.
- Investment roadmap designed just for you
- Access to a dedicated financial advisor
Advanced wealth management at a lower cost
You can sign up for an account with as little as $5,000 in investible assets. You'll enjoy low management fees, and we'll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes though.
- Low management fees
- Low initial investment minimums
- Tax-efficient investing
Intuitive, intelligent technology
The technology that powers Guided Wealth Portfolios makes the self-directed investing process fast and easy. Invest online with access to a personal portal where you can view your accounts in one place, open new accounts, see your portfolio, and make updates.
- Personal investment portal
- Constant monitoring of your portfolio
- 24/7 access to your accounts
What is a Guided Wealth Portfolio?
Guided Wealth Portfolios is our new online platform that gives you the convenience of automated investing with the benefits of a personal financial advisor.
How much money do I need to start investing?
There is a $5,000 minimum investment required to set up a Guided Wealth Portfolios account.
Securities and Insurance Products:
Not FDIC Insured Not Bank Guaranteed May Lose Value Not Insured by any Federal Government Agency Not a Bank Deposit
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, RI, NY.
The Webster Symbol and Webster Bank are registered in the U.S. Patent and Trademark Office.
Webster Bank, N.A. Member FDIC. Equal Housing Lender
© 2017 Webster Financial Corporation. All Rights Reserved.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.