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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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This article examines one's options when receiving a work bonus or other financial windfalls.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Saving for College 101
Here's a crash course on saving for college.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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.