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A LETTER FROM ROB

A LETTER FROM ROB

Hello!

I am passionate about my work because it’s tremendously fulfilling to help people make financial decisions that fit their life goals.

Clients are always surprised at the devotion I put in financial planning. In my experience, the real challenge lies in analyzing both the entire picture and all the working parts. By thoughtfully developing and delivering an honest and approachable plan, I’m confident that I help my clients clarify their unique paths to financial success.

I encourage young professionals to make their long-term objectives through considerate day-to-day decisions. I assisted couples who are transitioning into their retirement years. Along the way, I’ve helped others explore the ramifications of major decisions – a vocational change, a return to school, the purchase or improvement of a home.

After high school, I found a rewarding career in the Air National Guard. For 26 years of service(1992-2018), I witnessed military members’ inability to save money while doing multiples tours in countries like Iraq, Afghanistan, Qatar and etc. During these deployments, I also learned just how vulnerable some individuals and families were when dependent upon a military retirement alone. Realizing their need for financial stability drove me to become a financial advisor. In 2005 I worked as a portfolio analyzer for a local advisor who with their support, I became licensed. My experiences lead me to formalize my life as a financial advisor with Avantax Investment Servicesâ„ , one of the leading and most respected financial companies in the US.

Avantax Investment Servicesâ„ , brokerage assets are protected by SIPC.

In 2010 I married my best friend Laurel and in 2014 we welcomed the birth of our son. Because of these life experiences I have a better understanding of how financial goals will change and how I will better assist you with those needs. At Defining Your Wealth Financial Group, I believe that “WEALTH” has more value than money; it’s the wealth of kindness, family, knowledge and friendships that make our lives important.

I had the great honored to serve our country and now I will be honored to serve you with your financial success!

Kind Regards,
Rob

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet our Team

Rob Webster AWMA®

Founder

(775) 525-1040

(866) 575-6085

Rob.Webster@DefiningYourWealth.com

Rob Webster is a Accredited Wealth Management Advisor® at Defining Your Wealth Financial Group. He focuses on providing wealth management solutions to Entrepreneurs & Real Estate Professionals in the Northern Nevada Area.

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Ray Webster

CHO (Chief Happiness Officer)

Ray, brings joy to the employees and clients of Webster Wealth Management. Being Part of the organization since birth. He has had preformed from the first day. He is going to benefit from college saving plan someday.

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