Weston Financial

Smart Advice Client Focus


We are fiduciaries, which means we subscribe to a code of ethical conduct that mandates we act at all times for your sole benefit and interest. And that distinguishes us from other financial institutions that currently do not have such a mandate.

Weston Financial employs an in-depth, analytical approach to all aspects of planning, analysis, execution, documentation, and on-going communication.

Step One: Define Goals

  • Determine and prioritize your personal life goals – for lifestyle, future generations, retirement, philanthropy – through attentive listening and thorough analysis

Step Two: Identify Resources

  • Evaluate available resources that can help you achieve your goals

Step Three: Develop Strategies

  • Align your goals and resources to develop a series of models and strategies based on different future scenarios

Step Four: Design and Implement Portfolio

  • Tailor a portfolio based on time horizon and goal-oriented investing strategies and implement with best-in-class investment managers in each asset class
  • Employ income tax, estate tax and risk management strategies

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