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Our Firm

Smart Advice Client Focus

Washington Trust manages $6.5 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and large institutional investors.

Our Firm

Recognized as one of the region's premier wealth management firms, we serve clients around the country through offices in Rhode Island, Massachusetts and Connecticut. Our SEC-registered investment advisors include Weston Financial and Halsey Associates.

Our Promise

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

Our Strength

Washington Trust Wealth Management's more than two centuries old parent, The Washington Trust Company, is recognized as a top-performing company.

Our Focus

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

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Our SEC-Registered Investment Advisors

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 $1.99 billion in assets under administration*.

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Contact Weston Financial

 

*As of 09/30/18

Halsey Associates

A part of Washington Trust Wealth Management, Halsey Associates is an SEC-registered investment advisor headquartered in New Haven, Connecticut. Founded in 1967, Halsey has approximately $1.04 billion in assets under administration*.

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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.

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Since 1800, Washington Trust has achieved many milestones

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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