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Wealth is a byproduct of successfully pursuing your desires. Evidence-Based Investing Fit-To-Retire

OUR HISTORY

Founded in 1983 by Bob Webster, now with a 30+ year history of strong client relationships and solid investment expertise, Webster Investment Advisors aims to deliver a strategic, balanced approach to asset management. Fully affiliated with a FINRA registered broker/dealer and with all assets held by independent nationally recognized custodians, WIA selects a variety of trusted institutional money managers to execute an effective simple-to-understand process of investing, using both traditional vehicles, and unique non-correlated investments such as managed futures and tactical market-timers.

In working with a modest number of medium net-worth clients, many of whom have been with us for over 20 years, we personalize each investment portfolio to meet the income, growth, and risk dynamics of each relationship.

Webster Investment Advisors from Webster Investment Advisors on Vimeo.

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MEET OUR TEAM

We are a team of experienced professionals, ready to help with your financial issues and concerns.

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FIT-TO-RETIRE
Go-Go, Slo-Go, No-Go

If you are approaching or have already reached retirement, let us help you plan for the best years of your life, when the only question you'll ask will be: "What do I get to do tomorrow?"

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WEALTH MANAGEMENT - Participation With Protection

Peace of Mind & Money Matter.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator compares the financial impact of leasing versus buying an automobile.

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There are a number of ways to withdraw money from a qualified retirement plan.

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When do you need a will? The answer is easy: Right Now.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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