A complete list of active advisors currently associated with Webster Wealth Advisors, Inc.

Warmer can help you find a great advisor at Webster Wealth Advisors, Inc. or one who fits your needs even better.

Webster Wealth Advisors provides financial planning and advisory services to individuals, high-net-worth clients, charitable institutions, foundations, endowments, and other U.S. corporations. The firm prepares written financial plans covering topics such as business and succession planning, cash-flow and budgeting, education and retirement income planning, portfolio analysis, estate planning, and tax coordination, and it does not custody or directly manage client assets or operate a wrap-fee program. The firm’s process begins with a formal consultation to collect financial, tax and risk information and results in a deliverable financial plan; clients may engage the firm for periodic updates or elect to implement recommendations through external providers. Webster discloses and documents rollover and retirement-plan advice consistent with ERISA fiduciary standards and describes potential conflicts when advisors assist with implementation through third-party broker/dealers. Distinctive features include its corporate ownership structure—the firm is a wholly owned subsidiary of a bank—and its use of fixed-fee and hourly billing rather than a percentage-of-assets model, which it does not employ. Advisors spend the large majority of their time operating as registered representatives on an independent broker/dealer platform, a relationship that provides implementation resources and creates disclosed economic incentives.

To learn more about the advisors currently working at Webster Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.