two business men

Our Services

Smart Advice Thoughtful Planning

Tax Planning

Taxes can have a big impact on your portfolio. We know it’s not what you earn but what you keep that matters the most. Washington Trust Wealth Management can create a tax-efficient portfolio designed to produce greater after-tax returns.

young couple tax planningWashington Trust’s approach to becoming tax-efficient includes:

  • Maximizing tax-free and tax-deferred returns
  • Balancing capital gains and losses
  • Rebalancing your portfolio to minimize transaction costs
  • Managing the potential impact of the alternative minimum tax

Case Study

Tech Company’s IPO Crisis

This client needed professional assistance to correct regulatory issues quickly with minimal tax impact

Read More

Let's discuss your unique financial goals.

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

Subscribe to Our eNewsletter

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