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Corporate Benefits Planning

business meetingWashington Trust can help a corporation and its employees overcome the time constraints and other challenges of creating “financial wellness” by:

  • Developing plans to help C-suite employees achieve their life goals
  • Investing with a process that includes thoroughly researched, best-in-class investment managers
  • Tailoring plans to each client’s individualized circumstances
  • Reviewing and adjusting the plan as needed
  • Providing employees with peace of mind knowing that their financial affairs are taken care of, increasing employee retention
  • Allowing executives to focus on their job, thereby increasing the likelihood of corporate and personal success

For the corporation, Washington Trust will:

  • Communicate how the benefits plan works
  • Develop a suitable benefits strategy and delegate personal benefits administration
  • Provide a trusted advisor to discuss and manage the plan

Case Study

The Busy Corporate Executive

A C-suite executive sought advice on exercising stock options and semi-retire to spend more time with his family and continue to work in his privately held business.

Read More

Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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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