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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Helpful Content
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Understanding the Alternate Valuation Date
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Lifestyle considerations in creating your retirement portfolio.
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The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Determine your potential long-term care needs and how long your current assets might last.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Bucket Plan to Go with Your Bucket List
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No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.