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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Business Cycle
How will you weather the ups and downs of the business cycle?