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
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.