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