Weston Financial

Smart Advice Client Focus®

Process

Our focused, flexible team approach gives our clients access to the knowledge and skill set of a diverse group of individuals, as well as a culture of innovation and accountability. Every member of the Weston team has a unique perspective, developed over years of industry experience, that is applied toward a common goal: Your peace of mind.

Weston Financial employs an in-depth, analytical approach to all aspects of planning, analysis, execution, documentation, and on-going communication.

Step One: Define Goals

  • Determine and prioritize your personal life goals – for lifestyle, future generations, retirement, philanthropy – through attentive listening and thorough analysis

Step Two: Identify Resources

  • Evaluate available resources that can help you achieve your goals

Step Three: Develop Strategies

  • Align your goals and resources to develop a series of models and strategies based on different future scenarios

Step Four: Design and Implement Portfolio

  • Tailor a portfolio based on time horizon and goal-oriented investing strategies and implement with best-in-class investment managers in each asset class
  • Employ income tax, estate tax and risk management strategies

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, 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