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Timely advice & commentary about investing, taxes, financial planning and more.


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Financial Planning First Steps After an Alzheimer’s Diagnosis
By Washington Trust / July 17, 2019
As seen on The Rhode Show - While it might be the last thing you want to focus on, one of the first things you should consider after an Alzheimer's diagnosis is putting together a financial, estate, and care plan.

Washington Trust Hires Private Client Advisor in Greater Boston Market
By Washington Trust / July 8, 2019
The Washington Trust Company is pleased to announce that Alexander Olson has joined the Company’s Wealth Management Division as a Private Client Advisor.

Halsey Associates Hires Peter Secrist as Vice President and Senior Portfolio Manager
By Washington Trust / March 25, 2019
Halsey Associates has announced that Peter J. Secrist of Fairfield, CT has been appointed Vice President and Senior Portfolio Manager.

From PBN - Five Questions With: Joseph Confessore
By Washington Trust / January 23, 2019
Washington Trust in the News - Providence Business News recently featured an interview with Joseph Confessore who leads the Bank's new Private Clients Group.

Washington Trust Announces New Private Client Group
By Washington Trust / January 7, 2019
The Washington Trust Company today announced a new private client initiative designed to provide personalized financial solutions for business owners, executives, and high net worth individuals, their families and their organizations.

The Importance of Having a Will
By Washington Trust / September 26, 2018
As seen on The Rhode Show - In the last few years, both Prince and Aretha Franklin died without making a will. A will can be a powerful financial planning tool that shouldn't be overlooked by anyone, music royalty or not.

Summer 2018 Perspectives and Planning: Economic Outlook
By Washington Trust / July 18, 2018
Read the summer 2018 update featuring perspectives on the market and economy and planning tips from Washington Trust Wealth Management.

By Washington Trust / July 18, 2018
Washington Trust announces the expansion of its Wealth Management team in Rhode Island and Massachusetts, with Kimberly McCarthy, Esq., Howard Cowan, CFP®, Daniel LeBeau, Eileen Straughn, and Suzanne Vargas, CTFA, joining the Rhode Island offices of Washington Trust Wealth Management and Nicholas Rossi, APMA®, CRPC®, joining the Wellesley, MA office of Washington Trust Wealth Management through Weston Financial Group.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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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