WEBSTER WEALTH MANAGEMENT

Overview

Webster Wealth Management is a small, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients as well as small businesses. The firm offers financial planning and discretionary portfolio management and charges clients via a mix of percentage-of-assets and fixed fees. Its stated investment activity centers on pooled public funds and mutual funds as core holdings, with targeted use of third‑party managers to gain exposure to select alternative asset classes. The adviser does not position itself as an ESG investor and is organized for a single‑state, locally focused practice. Business operations are compact and client‑centric: the scale of assets and account counts points to a hands‑on relationship model where the firm delegates specialized exposures (real estate, commodities, oil and gas) to external managers rather than running large in‑house alternative programs. An affiliation with an insurance company is noted, which may play a role in structuring insurance‑based solutions or access to insurance products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices