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 $1.96 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

ADV Brochure [PDF]
Complete List of Brochure Supplements [PDF]
Privacy Policy [PDF]
Business Continuity Plan [PDF]
NEW Client Portal is now available! New Client Portal - Learn more [PDF]
Client Portal Access Form [PDF]

Contact Weston Financial Meet Our Team

*As of 6/30/18

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.