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Our COVID-19 (Coronavirus) Update

March 17, 2020

As the COVID-19 (Coronavirus) outbreak has progressed from a global event to one of more local concern, we want to assure you that Weston Financial and our parent company, Washington Trust’s key focus is the health, safety and welfare of our employees, our clients, and our local communities.

With that in mind, we’ve taken the following steps to ensure our employees and clients are protected:

  • We are working closely with local and federal government officials and State Departments of Health, to monitor the impact of the COVID-19 (Coronavirus) outbreak in our region and the local communities we serve.
  • We are following the guidelines and protocol established by the Centers for Disease Control and Prevention (CDC) to help prevent the spread of the virus.
  • We have a dedicated team who has reviewed and tested our existing Business Continuity Plan, and will respond appropriately if the situation escalates and affects our business operations.
  • We are taking steps to ensure that our operations and services functions are as resilient as possible, including allowing staff to work remotely and encouraging “social distancing” to try to moderate the spread of the virus.
  • We have advised our maintenance crews to take additional measures to increase the daily cleaning of our facilities.
  • We have requested that our employees limit in-person meetings and non-essential business travel.

We understand that this situation has caused economic uncertainty and we here at Weston will be available to address any concerns you have. While the current situation may limit in-person meetings, our trusted advisors are always available by phone at 781-235-7055 or via email.

At Weston Financial we take the long view; our decades of experience have taught us that investors are generally rewarded for not making reactionary decisions during inevitable market downturns. We work with our clients to develop well-conceived, goals based, holistic financial plans that drive an asset allocation decision tailored to their unique circumstances. We are confident that these allocations still make sense in light of current events.

Of course, we will continue to monitor the situation for changing information. If you would like to discuss your situation in more detail, please do not hesitate to contact us with your questions or comments at any time.

We also want to remind clients to be aware that fraudulent financial schemes often occur during events like these. To protect yourself from fraud, please contact a Weston advisor if you receive a suspicious call, letter, special offer, or notice unusual account activity.

We’ve helped our clients through difficult times in the past, and are here to help you through the COVID-19 outbreak.

We will continue to keep you informed as the situation changes.

Thank you,
Mark Kelly
Senior Vice President, Managing Director and Principal Financial Counselor
Weston Financial

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency