Invest in your future with our new online investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
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.
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.
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.
Seacoast Investment Services Guided Wealth Portfolios Coming Soon