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.Contact Us
MEET OUR TEAM
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
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?"Learn More
WEALTH MANAGEMENT - Participation With Protection
Peace of Mind & Money Matter.Learn More
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
There are four very good reasons to start investing. Do you know what they are?
Good employee health can be great for the company’s bottom line.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The federal government requires deceased individuals to file a final income tax return.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.