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
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When Markets React
When markets shift, experienced investors stick to their strategy.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Saving for College 101
Here's a crash course on saving for college.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.