Weston Financial

Smart Advice Client Focus®

Peace of Mind

We believe a team approach is critical to building and preserving wealth. We welcome the opportunity to learn more about your goals for the future, and how we can help you achieve them.

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

  • Provide peace of mind with a legacy of helping affluent individuals manage their financial affairs successfully in all types of economic environments
  • Offer far-ranging multidisciplinary experience, with complimentary skill sets, your service team is experienced in financial planning, investment management, taxation, estate planning, business succession, banking, and other wealth management strategies
  • Counsel during significant market changes to provide clarity and understanding, while instilling confidence
  • Maintain an in-depth understanding of your unique financial situation and life goals at all times

Smartadvice™ planning

We employ our SmartAdvice™ Planning process to all aspects of financial planning, analysis, execution, documentation, and on-going communication.

Start Planning

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