A division of Washington Trust Wealth Management, Weston Financial is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston Financial has $2.1 billion in assets under administration*.
Weston Financial specializes in providing comprehensive, goals-based wealth and life management services to high net worth individuals and their families, senior executives at public companies, entrepreneurs, private business owners, and business owners with companies in transition.
As a registered investment advisor (RIA), Weston Financial is committed to a fiduciary standard that ensures we put our clients' interests first and subscribes to a code of ethical conduct that mandates we act for the sole benefit and interest of our clients at all times.
Weston Financial is a part of Washington Trust Wealth Management, which has a 215-year tradition of helping people reach their life and financial goals.
Weston Financial's team of trusted advisors can help you reach your financial goals.
New Century Portfolios
Weston Financial is the investment adviser to New Century Portfolios, a Registered Investment Company. New Century Portfolios offers a unique and effective investment option of actively managed portfolios of mutual funds and exchange traded funds. Market timing and overexposure to investment trends are avoided by investing in solidly managed mutual funds with market wide diversification, strong performance while striving to reduce risks. For more information about New Century Portfolios, please contact Weston Financial or visit www.newcenturyportfolios.com.
*As of 12/31/15