A complete list of active advisors currently associated with Webster Wealth Management

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

The firm provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. Services include investment strategy and security selection, ongoing portfolio monitoring, and written or electronic financial plans that address retirement, insurance review, college savings, cash flow, employee benefits, estate planning and investment analysis. The adviser combines technical, fundamental and cyclical analysis when constructing portfolios and may employ small‑ and mid‑cap exposures and active trading, which can result in higher portfolio turnover. Accounts are managed under a client‑specific investment policy statement with discretionary trading authority and the firm accepts reasonable client‑imposed investment restrictions. Distinctively for an independent adviser, the firm’s principal maintains an executive role at a financial services company and also owns an affiliated business that provides group insurance and voluntary benefits services; the principal is licensed to sell life and health insurance and may receive commissions on insurance sales to clients, a disclosed conflict of interest. The firm manages roughly $3.34 million for a very small client base and does not produce separate written account reports, practices that differ from many peers.

To learn more about the advisors currently working at Webster Wealth Management, 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.

Name	Location	Years of experience
Jason Webster	Kansas City, MO	15

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