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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?