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Our Services

Smart Advice Thoughtful Planning

Financial Planning

The Washington Trust approach is to maintain an in-depth understanding of your financial situation and life goals at all times.

couple hiking at sunsetOur smart advice includes:

  • Analyzing all client financial information
  • Designing a saving and spending strategy
  • Aligning goals with resources
  • Risk tolerance
  • Income tax management
  • Estate planning
  • Tax management
  • Insurance
  • Trusts
  • Equity-based planning
  • Philanthropy
  • Legacy planning

We closely monitor investment performance as goals evolve and market and client circumstances change. Most importantly, we’re there to answer your call when you need something, and will serve as quarterback to coordinate with your lawyer and accountant to do what needs to be done.

Case Study

Transferring Wealth to Next Generations

Financial planning advice was sought in order to develop a holistic plan to ensure their children were cared for during their lifetime.

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