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Washington Trust manages $7 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and large institutional investors.
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.
We promise to deliver sound, informed advice and a broad range of wealth management solutions to help our clients achieve their lifetime financial goals.
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 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.
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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*As of 03/31/21
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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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.