Webster Wealth Advisors, provides comprehensive financial planning and wealth management services to high-net-worth individuals and families. We work with individuals and families to design and implement a customized financial plan that is specifically tailored to help meet their unique needs. At Webster Wealth Advisors, we become our client’s personal chief financial officer.
It all starts with a customized financial plan.
The planning process begins once we have a clear and complete understanding of our client's concerns and objectives. Our observations and recommendations are presented in a detailed, written financial plan. The plan will include analysis of investments, benefits, and taxes with suggestions to improve his or her ability to accumulate assets. We coordinate the accumulation plan with an estate plan, and business continuity plan if appropriate, to ensure that our clients conserve the assets that they have worked hard to accumulate.
Though straightforward in application, our comprehensive financial planning process is based on rigorous analysis and unique proprietary tools. This detailed analysis allows us to formulate various recommendations to help our clients achieve their financial goals. These recommendations are detailed in a custom-designed, written financial plan that we present to the client.
Our implementation and ongoing services
After the financial plan is developed and presented to the client, many of our clients ask us to assist them with the implementation and ongoing monitoring of the financial plan. We believe that the value of our advice is our ability to implement it. We work closely with our clients and their advisors to implement the agreed upon recommendations in the financial plan.
We become an integral part of our client's financial lives, providing ongoing investment management services as well as guidance on estate planning, income taxes, risk management, and pre- and post-retirement planning.