Weston Financial

Smart Advice Successful Outcomes

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 billion in assets under administration*.

Our Focus

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.

Our Commitment

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.

Our Strength

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.

Our Team

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.

Additional Resources

*As of 9/30/15

Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  800-582-1076

Our trusted advisors can help you reach your financial goals.

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency