Smart Advice

Smart Advice

Client Focus

Smart Advice Client Focus

The most important questions in life are not always about money. Sometimes they are about life itself. What are your aspirations? Your biggest concerns? What gives your life meaning? As pioneers in the field of personal financial planning, Weston Financial has worked with thousands of individuals designing personalized financial plans. You talk, we listen. Founded in 1979, Weston Financial, a part of Washington Trust Wealth Management, is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts.

Weston Financial Approach

Planning

While other investment advisors start with the portfolio, we start with the plan.

Process

We are fiduciaries, meaning we are acting at all times for your sole benefit.

Performance

Proactive counseling is at the heart of all our client relationships. We recommend plan changes as your situation or markets change.

Peace of Mind

We make it a priority to make our team available to you whether you are buying a vacation home or have a question on your asset allocation.

Connect with Weston

About Us

Weston Financial, a subsidiary of The Washington Trust Company, and a part of Washington Trust Wealth Management, is an SEC-registered investment advisor.

Our Team

At Weston Financial, our experienced professionals specialize in providing comprehensive, goals-based wealth and life management services.

Contact Weston

Contact us today to learn more about our services and how we can help you reach your financial goals.

Client Portal Login

Access your Weston Financial account information through our secure online portal.
By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of 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