Due to the COVID-19 pandemic, Weston Financial’s team is working remotely. Our counselors are available to assist clients by phone or email. You may also submit a contact form here.
We believe to implement financial solutions intelligently, you need to have the context of a well-designed and personalized plan, tailored to your life situation.
Our Trusted Advisors evaluate your complete financial picture to gain a deeper understanding of what you need to create your financial plan and accomplish your goals.
We review your plan with vigilance against current and future market conditions, and recommend adjustments to you as they are warranted.
We provide peace of mind with a legacy of helping affluent individuals manage their financial affairs successfully in all types of economic environments.
Peace of Mind
Our trusted advisors can help you reach your financial goals.
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Washington Trust Wealth Management
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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