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 is a part of Washington Trust Wealth Management, one of the premier wealth management firms in the region. Washington Trust Wealth Management is a division of The Washington Trust Company. Founded in 1967, Halsey Associates is located in New Haven, Connecticut.
Halsey Associates | 265 Church Street, 10th Floor, Suite 1006 | New Haven, CT 06510 | 800-582-1076
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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
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.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency