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.

Smart Advice
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The most important questions in life are not always about money.
Sometimes they are about life itself.
We are focused on helping you reach your goals at every stage of life.

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

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.

Planning

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

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.

Process

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Proactive counseling is at the heart of all our client relationships.

We review your plan with vigilance against current and future market conditions, and recommend adjustments to you as they are warranted.

Progress

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We make it a priority to always be available, no matter what you need.

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.

Meet Our Team

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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