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Washington Trust

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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 $5.9 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutions. Contact a Trusted Advisor to discuss your unique financial goals.


*As of 12/31/18

Smart Advice

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The ABCs of Tax Reform for 2019

The Tax Reform Act changed so many income tax provisions affecting individuals, corporations, pass-throughs, and specific industries that it is impossible to provide a brief and succinct overview of new planning opportunities. But there are two tax-planning acronyms to consider in 2019: DAFs and GLIs.

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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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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering the website of The Washington Trust Company. Washington Trust Wealth Management is a division of The Washington Trust Company. You will continue to be protected by the privacy and security policies of each entity.

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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

Transferring Wealth to Next Generations

A wealthy couple in their 60’s have jointly held investments of $26 million and a $200,000 per year pension. They have two children (one with special needs) in their mid-30’s and two young grandchildren. They spend time in four vacation homes each year, which requires a stable spending budget.

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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