Weston Financial

Smart Advice Client Focus

Peace of Mind

Count on us like family. Managing your financial life is not a nine-to-five job. Events affecting your wealth and your well-being – an accident, a significant transaction, a market crisis, family transitions – can happen at any time, anywhere. That’s why we make it a priority to make our team available to you.

At the heart of what we deliver for our clients is:

  • Providing peace of mind with a legacy of helping affluent individuals manage their financial affairs in all types of economic environments
  • Offering far-ranging multidisciplinary experience, with one or more advisors holding the following designations: JD, CPA, CFA, CFP®, RLP, MST, MSFP, MSPFP, CLU, and MBA
  • Counseling during significant market changes to provide clarity and understanding, while instilling confidence
  • Maintaining an in-depth understanding of your unique financial situation and life goals at all times

Meet Our Team

At Weston Financial, our experienced professionals specialize in providing comprehensive, goals-based wealth and life management services.

Our Counselors

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