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Smart Advice Thoughtful Planning

Drawing on a broad, comprehensive suite of services, we provide customized solutions that meet our client's changing needs over time.

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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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