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Washington Trust manages $6.5 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 $1.9 billion in assets under management*.
Contact Weston Financial
*As of 06/30/19
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 $1 billion in assets under management*.
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 Wealth Management
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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