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.
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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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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Marriage changes everything, including your insurance needs.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?