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SMART ADVICE

SMART ADVICE

Retirement

Assess your goals, identify income streams and determine your future needs and options.

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CLIENT FOCUS

CLIENT FOCUS

Retirement

We will develop a holistic plan that is designed to achieve your lifetime financial goals.

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WEALTH MANAGEMENT

WEALTH MANAGEMENT

Washington Trust

Washington Trust’s comprehensive services can simplify the complexities of managing your wealth.

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Washington Trust Wealth Management is an industry leader that provides smart, customized advice and attentive service to its high net worth clients. Today, Washington Trust manages $6.3 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutions.


*As of 3/31/18

Smart Advice

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What are the Benefits of a Revocable Trust?

A traditional will when properly drafted provides for the orderly distribution of assets and designation of an executor who is granted critical administration powers under the will. However, a will does not become operative until it is filed on public record with the probate court and the probate court appoints the executor named in the will, beginning the sometimes costly, time consuming and court-supervised probate process.

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Our team of experienced advisors delivers financial expertise, insight and perspective tailored to each client’s unique situation.

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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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Drawing on a broad, comprehensive suite of services, we provide customized solutions that meet your changing needs over time.

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Case Studies

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Featured

The Philanthropic Parent

A high net worth client with a large, complex estate was a noted philanthropist, who made considerable donations of time and money. The client wanted his adult-aged children to continue the family’s charitable legacy.

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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