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Halsey Associates offers customized solutions and a holistic approach tailored to your unique situation through all stages of your life. We are focused on helping individuals and their families connect their resources to their dreams.

Our Focus

Our Focus

We specialize in providing comprehensive investment counseling services to high net worth families, corporations, foundations and endowment clients.

Our Commitment

Our Commitment

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.

Our Strength

Our Strength

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.

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Our Team

Our Team

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.

Our Team

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*.

Additional Resources

ADV Brochure [PDF]
Privacy Policy [PDF]

*As of 06/30/19

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 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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Halsey Associates | 265 Church Street, 10th Floor, Suite 1006 | New Haven, CT 06510 | 800-582-1076

Our trusted advisors can help you reach your financial goals.

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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