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
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How to Keep Building Wealth When Costs Rise
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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
5 Unexpected Costs That Can Disrupt Retirement
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Estimate how much home may fit within your budget based on income and expenses.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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When should you take your Social Security benefit?
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Pundits say a lot of things about the markets. Let's see if you can keep up.
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An amusing and whimsical look at behavioral finance best practices for investors.
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The Rule of 72
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.