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.
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.
Services
The founder of Webster Investment Advisors (WIA), Bob works personally with each client to determine financial needs and goals, and then individually builds their financial portfolios to meet those objectives. Bob brings more than 30. James joined Webster Investment Advisors in 2001 as an associate responsible for day-to-day operations, information technology, and investment planning and analysis.
As a firm focused on wealth management, our years of experience position us best to serve as the "Quarterback" of your team of professional advisors - coordinating your financial planning, investment management, risk management, education planning, retirement planning, estate planning, philanthropy and related interests into a cohesive whole.
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?" At Webster Investment Advisors, over the past 32 years we have helped over 100 people retire comfortably, knowing you only get one opportunity to do it right.
Generations X and Y (born between the early 60's and late 90's) are in the accumulation phase of their lives. These are the years focused on earning and advancement. These are also among the busiest years of a person's life both at work and at home. During these years, it can be tempting to avoid a deep consideration of your financial future.
For those clients who desire financial guidance in addition to asset management, we provide financial planning services. Our approach is one of "Life Planning, " a process designed to potentially achieve lifestyle objectives while also focusing on specific financial needs. Our involvement can be as simple as setting a stated rate of return to be sought through a basic asset allocation approach.
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