Weston Financial

Smart Advice Client Focus

About Weston Financial

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. Founded in 1979, Weston Financial has $1.8 billion in assets under administration*.

Our Focus

Weston Financial 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 business owners with companies in transition.

Our Commitment

As a registered investment advisor (RIA), 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 Financial is a part of Washington Trust Wealth Management, which has a two centuries old tradition of helping people reach their life and financial goals.

Our Team

Weston Financial's team of trusted advisors can help you reach your financial goals.

Additional Resources

Contact Weston Financial Meet Our Team

*As of 12/31/18

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

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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