Digital investing for life's stages

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.

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Planning for today and tomorrow

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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.

Designed for you

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

Self-directed; experienced support

Webster Investments - digital advice

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.

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 site may only discuss and/or transact securities business with residents of the following states: CT, MA, RI, NY.

The Webster Symbol is a registered trademark in the U.S.