Weston Financial

Smart Advice Client Focus


Wealth management is not a spectator sport and market timing is not a plan. Proactive counseling is at the heart of all our client relationships. It has to be.

Markets are dynamic and ever-changing. So we review your plan with vigilance against current and future market conditions, and recommend adjustments to you as they are warranted.

Ongoing interactions between clients and Weston Financial include:

  • Monitoring your plan regularly to ensure that it aligns with your goals at all times. Indexes do not have retirement goals; people do.
  • Adjusting your plan and ultimately your asset allocation as your goals evolve and market conditions change.
  • Providing thorough documentation, consistent follow-through, and timely communication.
  • Helping you to make the right decisions, always in the context of your plan.

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