We specialize in providing comprehensive investment counseling services to high net worth families, corporations, foundations and endowment clients.
We put our clients’ interests first and subscribe to a code of ethical conduct that mandates we act for the sole benefit and interest of our clients at all times.
We are a part of Washington Trust Wealth Management, a premier wealth management firm in the region with a two centuries old tradition of helping people reach their goals.
We work with you to evaluate your complete financial picture to gain a deeper understanding of what you need to create your financial plan and accomplish your goals.
Halsey Associates, a subsidiary of The Washington Trust Company, and a part of Washington Trust Wealth Management, is an SEC-registered investment adviser headquartered in New Haven, Connecticut. Founded in 1967, Halsey Associates has $1 billion in assets under management*.
ADV Brochure [PDF]
*As of 06/30/19
Halsey Associates | 265 Church Street, 10th Floor, Suite 1006 | New Haven, CT 06510 | 800-582-1076
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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