About WebsterRogers Financial Advisors
In our wealth management approach, we prioritize the goals of our clients, placing financial planning at the center of our process. The primary focus is to discover and understand our clients' goals, both short-term and long-term, and develop strategies to help them achieve those goals.
WRFA demonstrates a commitment to acting in a fiduciary capacity. Our team is dedicated to solely focusing on our clients’ best interest and provide them with advice and recommendations that are most suitable for their specific circumstances. This approach instills trust and confidence in our clients, knowing that their financial well-being is the only priority.
Team
How can we help?
Our primary focus is to discover and understand your goals, and develop strategies to help you achieve them.
Recent Articles
RSUs (Restricted Stock) Taxes Made Simple: How Vesting Works, When You Owe Tax, and Whether to Sell or Hold
Restricted stock is a valuable part of compensation, but it can be confusing if you aren’t familiar with the rules. Most...
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Optimize Your Charitable Gift
Charitable giving does more than support causes you care about — structured correctly, it can also be one of the most...
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One Big Beautiful Bill Becomes Law: It’s a Time for Planning
On July 4, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law, following House approval on July 3.
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