Our full menu of collaborative wealth management services is designed to meet you where you are, whether you want to grow or to preserve assets. We strive to contribute to the enduring security and success of our community and clients.

No matter where you are in life, our comprehensive list of wealth management services are available to guide you through life’s needs. From retirement planning to charitable giving, our team helps support your financial goals by learning about who you are and what you care about.

Click on an option below to learn about our wealth management services.

We specialize in helping you take the appropriate actions and make smart decisions necessary to meet your retirement goals. There are many aspects of planning for retirement including:

  • Identifying sources of income
  • Estimating expenses Implementing a savings program
  • Managing assets
  • Determining most tax-efficient means of generating needed cashflow
  • Deciding when to claim Social Security benefits

When faced with life changing situations, your wealth management decisions require an advisor who understands and is specially trained to help you navigate you through the technical and personal side of wealth management.

Everyone experiences some form of transition during their lifetime. Frequently during a significant transition, our cognitive ability is diminished and our judgement can be compromised, which can prevent healthy decision making.

Laura Webb, along with being a CERTIFIED FINANCIAL PLANNER™ practitioner is also a Certified Financial TransitionistⓇ. She and her team can support you in creating a strategy for confidently maneuvering through some of the more complex transitions in life such as:

• Divorce
• Death of a spouse
• Sale of a business
• Retirement
• Inheriting a sum of money

Portfolio construction should not be a one-size-fits-all approach. Just as you are multifaceted, the pieces of your portfolio should be too. We strive to ensure that all of the components are working in harmony to achieve the desired results based on your specific situation and timeline.

Our successful investment management strategies aim to provide optimal and sustainable returns, while being mindful of your goals and individual risk tolerance.

Support services in this area include:

• Risk assessment
• Allocation/portfolio performance analysis
• Investment strategy development and review
• Investment management oversight
• Progress reporting
• Socially responsible/EST/Impact Inventory

If you are interested in aligning your investments with your values, we offer options to help you plan for your future, taking into account the future of the world around you.

Sustainable, responsible, and impact investing (SRI) is an investment discipline that integrates environmental, social, and governance (ESG) criteria to generate long-term competitive returns while potentially improving the risk/return characteristics of the investment decisions.

Webb Investment Services offers a variety of portfolio options to help put your money where your values are.

We have found from experience that you will be best served to have a personal Brain Trust of professionals. Because we are a high-touch firm, we work in partnership with your network of legal, insurance, and tax professionals, or one we help you build. We will find the best solutions for implementing all components of your individual wealth management plan.

It has been found that 9 in 10 women* will be the sole financial decision maker of their household at some point in their lives. With women statistically living longer than men, they are having to face planning for longer lifespan in retirement, potentially including higher healthcare costs. All too often, women typically do not take charge of their investments until they are forced to do so through divorce or passing of a spouse.

Many times women put themselves, and their future, last on their list of priorities. Our aim is to empower and give women the time and tools to explore their present situation, discuss their envisioned future, and create a plan to achieve their goals.

* According to Pew Research

Whether your intent is to build and distribute charitable capital during your lifetime, or make meaningful gifts when you are gone, let us guide you toward finding the most impactful means of meeting your charitable goals and planning your bequests. As tax laws change, we help you determine the most efficient giving vehicle.

You have worked hard for your money; do you have a plan in place to protect it from harm? Working with any other relevant advisors, we will help address any concerns and assist with protection from the following:

• Catastrophic loss
• Potential creditors
• Litigants
• Identity thieves

Do you have a plan for how your wealth will be distributed after you are gone? As part of your estate planning team, we will work with you and your legal professionals to assist you in finding and facilitating the most tax-efficient way to pass assets to your spouse and/or succeeding generations/philanthropic interests, all while ensuring your personal wishes are met.

While you are still living, and after you pass, our team will work with your beneficiaries to develop the skills and competency to insure they have the tools and support to continue your legacy.

Where your assets are located and how they are taxed can have a significant impact on your ability to accumulate. We help you cultivate and manage the cash flow you need to meet your personal goals while mitigating your tax impact. Our team works closely with your tax professional to determine the most tax-efficient way to invest and distribute your wealth.