Case Studies

Smart Advice Client Focus®

As part of a two centuries old financial services firm headquartered in Rhode Island, Washington Trust has earned its highly regarded reputation by providing smart advice to help clients reach their financial goals. To learn more about these case studies, contact a Trusted Advisor.

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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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Featured

children playing basketball at sunset

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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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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