Our clients are individuals who:
- Are business owners or senior-level executives
- Have had a successful career or are in the midst of one
- Haven't fully mapped out an exit strategy
- Don't have the time or resources to effectively manage their financial situations
- May have some trusted advisors (accountant and/or attorney), but have many unanswered financial questions and have difficulty getting good quality information on their own financial situations
- Need a disinterested third party who can give objective guidance/perspective on their families' financial situations to make the best possible decisions
- Want to make sure their families are taken care of when they are gone
Webster Wealth Advisors services individuals and families with a minimum of $1 million in investable assets.