SMART ADVICE

SMART ADVICE

Perspective

Washington Trust’s team of 100+ specialists have the experience, resources and knowledge to deliver sophisticated financial solutions.

Meet Our Team

CLIENT FOCUS

CLIENT FOCUS

Retirement

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

Case Studies

WEALTH MANAGEMENT

WEALTH MANAGEMENT

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 $5.9 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutions.


*As of 6/30/16

Smart Advice

Washington Trust provides holistic and comprehensive wealth management services customized to your specific circumstances and needs.

  • Sophisticated strategies

    to mitigate risk and enhance returns

  • Integration

    of a comprehensive suite of services

  • Knowledgeable wealth advisors

    working collaboratively

  • Responsive

    client service

  • Trusted

    for more than 215 years

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.

Learn about our services

Case Studies

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.

View Outcome

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

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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