Our Firm

Smart Advice Client Focus®

Washington Trust manages $7 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and large institutional investors.

Our Firm

Washington Trust Wealth Management is one of the premier wealth management firms in the region. Our parent company, The Washington Trust Company, was founded in 1800 and is recognized as the oldest community bank in the nation.

Our Promise

We promise to deliver sound, informed advice and a broad range of wealth management solutions to help our clients achieve their lifetime financial goals.

Our Focus

We provide financial planning, asset management and trust and estate planning services to high net worth individuals, endowments, foundations, retirement plan sponsors and other institutional investors.

Our Team

Our team of more than 100 highly credentialed professionals hold one or more of the following designations: JD, CPA, CFA®, CFP®, RLP®, MST, MSFP, MSPFP, CLU®, and MBA.

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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Weston Financial

A part of Washington Trust Wealth Management, Weston Financial is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston has $1.3 billion in assets under management*.

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Contact Weston Financial

 

*As of 03/31/21

Halsey Associates

A part of Washington Trust Wealth Management, Halsey Associates is located in New Haven, Connecticut. Halsey was founded in 1967 and became part of Washington Trust Wealth Management in 2015.

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Contact Halsey Associates

Let’s discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

We build advanced strategies focused on your financial goals.

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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