Webster & Associates Wealth Management
Value matters. Assisting our clients in making the proper financial decisions in their life is job number one. By utilizing our combined 35+ years of in house experience, coupled with our experts in legal, tax and estate, our clients will always have the information required to make an informed decision.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 34+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax Planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
Mark, Kandace, Madeline, and team have been wonderful to deal with. We have worked with the team for more than 10 years and our finances have never been better. They provide comprehensive support around a variety of life-based financial events, such as retirement, education savings, mortgaging, insurance, and the likes. We have really appreciated the team's assistance and timeliness in working with our family and needs.
- Christina & Michael D
We have been working with Mark and his team for a number of years. He is informative, current, and follows our portfolio very closely. He has created a clear path for us to make our money work for us in the best way possible. He has been pivotal in getting us on track for retirement, which includes doing the things we’ve hoped and dreamed of being able to do. He has listened carefully to us and supported us to create reasonable and reachable goals for our financial future. He is responsive to our needs, is in touch regularly and provides us with updates to make sure we stay on track. This has given us confidence and peace of mind that our future will continue to look bright.
- Jeff & Marlene C
A few years ago, I met with Mark Webster, a CERTIFIED FINANCIAL PLANNER® professional from IG Wealth Management, for advice on estate planning. As a senior, I wanted to be sure I had my financial affairs in the best order possible for me and my family.
Mark helped me by explaining the advantages/disadvantages of these current investments I had with another firm, and allowed me to compare what I currently held with what IG Wealth had to offer. At no time did I feel pressured or pressed to make a change and Mark never once criticized my current investment firm.
Knowing I needed to have low-risk investments at my age, I made my own decision to switch ALL my investments to Mark because he had treated my questions and concerns with great respect. He listened! I received honest answers and knew instinctively that I could trust Mark to do the very best to help my investments grow, and he has!
I would highly recommend Mark Webster and his team to anyone searching for and needing an honest, trustworthy, professional. Mark and his team always have the best interest of their clients at heart.
- Sherryl B
When we were in our 30s and early 40s we had bits and pieces of savings in a number of different types of accounts with several different institutions. We had no idea whether we were saving enough, what our returns were, and – most importantly – what our financial future might look like when we retired. A friend introduced us to Hal Kenty, an IG Advisor, who helped us to consolidate our savings into one portfolio, and to understand the value of having a plan. Over the years, our plan became, and is now, our IG Living Plan. It served us well then, and continues to guide us now. We have transitioned into retirement without any financial surprises, and we can comfortably support the lifestyle we aspired to.
Hal Kenty retired a few years ago, after ensuring a seamless transfer to his successor, Mark Webster. When we call Mark, or his staff, they answer – immediately. When we ask questions, they answer – immediately. The friendly, human responsiveness in this day and age of websites, voicemail and texts is welcome and reassuring. Throughout, the advice offered and the answers given are never about why we can’t, but about how we can, and often, about why we should.
Our relationship with Hal, Mark and their staff, and by extension with IG Wealth, has been built over 3 decades. We trust them. That matters to us, and it clearly matters to them.
- George & Susan B
“When it comes to investing, I haven’t got a clue. I’m so glad Mark does!”
- Michelle S