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Tax Planning

Taxes can have a big impact on your portfolio. We know it’s not what you earn but what you keep that matters the most. Washington Trust Wealth Management can create a tax-efficient portfolio designed to produce greater after-tax returns.

young couple tax planningWashington Trust’s approach to becoming tax-efficient includes:

  • Maximizing tax-free and tax-deferred returns
  • Balancing capital gains and losses
  • Rebalancing your portfolio to minimize transaction costs
  • Managing the potential impact of the alternative minimum tax

Case Study

Tech Company’s IPO Crisis

This client needed professional assistance to correct regulatory issues quickly with minimal tax impact

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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