SMART ADVICE

SMART ADVICE

Planning

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

Read More

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. Contact a Trusted Advisor to discuss your unique financial goals.


*As of 12/31/18

Smart Advice

man playing golf

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.

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

children playing basketball

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.

View Outcome

two men in suits walking down the hallway

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

CONTACT US

Subscribe to Our eNewsletter
Loading

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