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Safeguarding your online banking sessions is our top priority. For information about how you can help protect your online banking sessions, or if you need additional assistance with your e-Treasury log-in, please contact TM Service at [email protected] or 212.575.8020.


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Guided Wealth Portfolios

With just a few online questions, we’ll create a customized investment strategy designed to adjust as your life evolves. Guided Wealth Portfolios¹ combines online convenience with the experience of a personal financial consultant.

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

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Employee Retirement Plans

Competition is high when looking for and keeping employees who will work hard to help make your business a success. Stay ahead of the competition with retirement plans designed to meet your needs and theirs.

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

Planning for today and tomorrow

Digital Investing for Life’s Stages

A healthy financial plan takes into account short and long-term goals plus has the flexibility to pivot when life takes you in a different direction. Through the convenience of 24/7 online investment management with the added experience of a financial consultant, you can start working toward your financial goals.

 

What are you saving for?

Retirement
No two retirement plans are the same; let’s build a portfolio that evolves with you.
Major purchase
Save for a large purchase like a house, wedding or car. We can help with the right strategy.
General investing
Even if you don’t have a specific goal in mind right now, you probably will in the future. Start growing your money today.

Quick, convenient management

Guided Wealth Portfolios’ intuitive technology gives you the freedom to easily open accounts, review your accounts and portfolios, and make updates all in one place. Sign up today with as little as $5,000 in investible assets. We’ll evaluate the tax impact of each trade before it goes though.

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Designed for you

  • Investment allocation roadmap
  • Dedicated financial consultant
  • Low management fees
  • Low initial investment minimums
  • Tax-efficient investing
  • 24/7 account access
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Self-directed; experienced support

Being able to monitor and direct your investments and control your financial future is empowering; we can help make your future even stronger with personalized, financial experience.

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Connect with us at
1-844-WIS-4GWP (947-4497)

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¹Guided 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.

Disclosures

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.

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