Guided Wealth Portfolio - Seacoast Bank

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. 

COMING SOON

 

Jan 2018 - Partnership

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.

  • Advisors on Call
  • Low Initial Investment
  • Competitive Rates

Jan 2018 - ACHNetwork

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

 

 

Jan 2018 - LiquidityMan

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

Seacoast Investment Services Guided Wealth Portfolios Coming Soon