Weston Financial

Smart Advice Client Focus


When we opened our doors in 1979, we introduced an innovative approach to wealth management to the marketplace: while other investment advisors started with the portfolio, we started with the plan.

Why start with the plan?

Because to implement financial solutions intelligently, you need to have the context of a well-designed and personalized plan, tailored to your life situation.

Our relationship with clients involves:

  • Providing comprehensive goals-based wealth and life management services
  • Serving as our clients’ “go-to” financial advisor, helping them manage all aspects of their financial affairs
  • Focusing on our core objective of helping clients achieve their life goals while minimizing risk
  • Tailoring plans to each client’s individualized circumstances, and leveraging an open platform of thoroughly researched, best-in-class investment managers

Meet Our Team

At Weston Financial, our experienced professionals specialize in providing comprehensive, goals-based wealth and life management services.

Our Counselors

Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  781-235-7055

Contact Weston Financial

Access your Weston Financial account information through our secure online portal.

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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