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Your Future Starts Here
Designing tomorrow’s solutions today.
The Financial Advisors of LPL Financial, located at Webster Bank are committed to building the customized Portfolio Management solutions you need to pursue your personal goals. Together, we’ll design and implement strategies that can help put you on a path to success.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment Strategies
Tailored to your personal goals.
The Financial Advisors of LPL Financial located at Webster Bank use the Model Wealth Portfolios (MWP) platform to build and tailor a comprehensive wealth management strategy based on your personal goals, risk tolerance, and investment style.
Through MWP, your Financial Advisor has access to a variety of leading money managers who each follow their own thorough process.
MWP’s flexibility allows your Financial Advisor to take a diversified investment approach, creating a strategy that aligns with your life and goals.
Working with MWP gives your Financial Advisor more time to focus holistically on your goals and provide you with a true wealth management approach.
MWP gives you access to products and asset classes used by institutional firms and ultra-high-net-worth individuals.
Invest in Your Future
Experience plus convenience in one.
Invest for your future with a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology. Available through your LPL Financial Advisor located at Webster Bank, Guided Wealth Portfolios (GWP) combines the benefits of an experienced personal financial advisor with seamless sophisticated technology that gives you the added convenience and transparency of a 24/7 digital investing solution.1
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 nonaffiliated 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.
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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