Smart Advice Client Focus
Washington Trust manages $6.4 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and large institutional investors.
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.
We promise to deliver expert, informed advice and a broad range of wealth management solutions to help our clients achieve their lifetime financial goals.
Washington Trust Wealth Management's more than two centuries old parent is recognized as a top-performing company and was recently named by Forbes as one of "America's 50 Most Trustworthy Financial Companies."
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.
A part of Washington Trust Wealth Management, Weston Financial is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston has $2.3 billion in assets under administration*.
*As of 06/30/17
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 $915 million in assets under administration*.
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