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 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.

Our Focus

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.

Our Commitment

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.

Our Strength

Weston is part of Washington Trust Wealth Management, one of the premier wealth management firms in the region.

Our Team

Our team of more than 20 dedicated professionals can help you reach your financial goals.

Additional Resources

*As of 03/31/20

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.

Continue >>

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.