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man wearing tie LPL financial advisor

Webster Investments logo

Your Financial Future

Webster Investments

Plan for your extraordinary tomorrow, today.

Webster Investments helps you build a comprehensive action plan to reach your financial goals. With the guidance of an LPL Financial Advisor located at Webster Bank, you’ll have access to a full spectrum of products and services designed to help you thrive.*

Full Spectrum of Wealth Services

Webster Investments

Prepare for the future you deserve.

Leveraging Webster Investments can empower your financial assets to work in harmony to pursue your specific goals, such as implementing efficient tax strategies, working toward a comfortable retirement, increasing your income, funding college, or preserving your estate.

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

View your Webster sweep disclosure booklet.

View your Webster Cash Account Program.

Wealth Services
Portfolio Management
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What it's good for
The Financial Advisors of LPL Financial located at Webster Bank build customized Portfolio Management solutions that can help you pursue your goals.
Wealth Services
Retirement Planning
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What it's good for
Whether you're retiring in 10 or 25 years, Retirement Planning Solutions offered through Webster Investments are designed with your future in mind.
Wealth Services
Life Insurance
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What it's good for
Protect yourself—and loved ones—with a Life Insurance policy, offered through Webster Investments.

Financial Planning

We know that no two investors are alike, so we take the time to understand what matters most to you, so that we can personalize a financial plan to fit your risk tolerance, lifestyle as well as your financial goals. As your needs and goals change over time so will your financial plan. Our wide range of services help to ensure that you will have access to the strategies you will need at every state of life.

Create the plan you need today for the life you want tomorrow. Let us build you a customized financial plan to help you pursue your financial goals.

Illustration of Wealthvisionsm interface

The future of integrated financial planning is here

Take control of your finances with WealthVisionsm

As your wealth grows, life doesn’t get simpler, it gets more complex. It takes more time and knowledge to manage, seek to grow and preserve your assets. The WealthVision platform helps to make your life easier by giving you a single, secure, access point to view, track and manage your financial plan, investments, and documents.

Simplifying your financial management

As life gets more complex, so can your finances. The traditional approach was to connect with a consultant, get their advice and recommendations, and then be tasked with sorting all that out alone. Not anymore.

Once you meet with one of our financial consultants, we stay with you as your partner and connect you to a variety of tools and technologies to help you stay in control of your finances.

Schedule your review

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.

LPL Financial Form CRS

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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