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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Knowing the rules may help you decide when to start benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Marriage changes everything, including your insurance needs.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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 will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.