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Washington Trust

Washington Trust’s comprehensive services can simplify the complexities of managing your wealth.

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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

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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.

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Our team of experienced advisors delivers financial expertise, insight and perspective tailored to each client’s unique situation.

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Drawing on a broad, comprehensive suite of services, we provide customized solutions that meet your changing needs over time.

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Case Studies

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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.

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


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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