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
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
To choose a plan, it’s important to ask yourself four key questions.
Try these activities to keep your brain sharp.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The item most homeowners forget on their home improvement project checklist is insurance.
For many, retirement includes contributing their time and talents to an organization in need.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.