Weston Financial

Smart Advice Client Focus™

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 $1.9 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.

Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  781-235-7055


Contact Weston Financial

glasses on a table

Access your Weston Financial account information through our secure online portal.

Client Portal Log In

Subscribe to Our eNewsletter
Loading

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