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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Use this calculator to estimate your capital gains tax.
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Assess how many days you'll work to pay your federal tax liability.
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Enter various payment options and determine how long it may take to pay off a credit card.
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This calculator demonstrates the power of compound interest.
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This calculator shows how inflation over the years has impacted purchasing power.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Peer-to-peer payment apps are one of the newest ways to send money.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.