Roseanne Smith

Background

About Roseanne Smith

As a Webster Investments Financial Consultant, I provide holistic wealth management services to my clients. I combine sophisticated analytical tools with a wide array of investment and insurance products, to develop a customized strategy that aligns with each client’s personal and financial goals. Each personalized plan addresses the areas of investment planning, life insurance, retirement and estate planning, and family financial planning. A focus of mine is helping clients invest for their future through our digital investing solution, Guided Wealth Portfolios. https://myaccountviewonline.com/prospectview/home/GWP_WIS Guided Wealth Portfolios allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial associate. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial associate, our solution allows you to start with only Guided 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.