Weston Financial, a subsidiary of The Washington Trust Company, and a part of Washington Trust Wealth Management, is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston Financial has $2.3 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 two centuries old tradition of helping people reach their life and financial goals.
Weston Financial's team of trusted advisors can help you reach your financial goals.
*As of 06/30/17