Business Planning

Did you know that only 30% of family businesses are successfully passed on to the second generation?

Read More




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

Case Studies



Washington Trust

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

Our Services

Smart Advice Client Focus

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 $6.1 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutions.

*As of 9/30/16

Smart Advice

Will Your Business Survive Without You?

Did you know that only 30% of family businesses are successfully passed on to the second generation?
Business owners and family members face unique challenges when events, such as forced retirement, health reasons, incapacity or death, happen unexpectedly, causing a transition in ownership. Creating a solid business succession plan is the best way to protect the value of the business from these risks, whether family members continue to operate the business or not.

Continue Reading

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

View All Benefits

Drawing on a broad, comprehensive suite of services, we provide customized solutions that meet your changing needs over time.

Learn about our services

Case Studies


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.

View Outcome

Find out how we can help you achieve your financial goals. Contact a trusted advisor today.


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