Weston Financial at a Glance
Since our founding in 1979, we have helped high net worth individuals and their families connect their resources to their dreams. We welcome the opportunity to do the same for you.
Weston Financial, a subsidiary of The Washington Trust Company, and a part of Washington Trust Wealth Management, is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Weston Financial has $1.3 billion in assets under management*. With the backing of a trust company that has been serving to a fiduciary standard for centuries, we are committed to acting in clients best interests. Our clients come first.
Weston specializes in providing comprehensive, goals-based wealth and life management services to high net worth individuals and their families, senior executives at public companies, entrepreneurs, private business owners, and multi-generational families.
Weston Financial is committed to a fiduciary standard that ensures we put our clients' interests first and subscribes to a code of ethical conduct that mandates we act for the sole benefit and interest of our clients at all times.
Weston is part of Washington Trust Wealth Management, one of the premier wealth management firms in the region.
Our team of more than 20 dedicated professionals can help you reach your financial goals.