Progress

Wealth Management is not a spectator sport. We make it a priority to make our multidisciplinary team available to you. We offer customized solutions that meet our clients’ changing needs over time, with a holistic approach and sophisticated strategies that will help you connect your resources with your dreams.

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:

• Monitor your plan regularly to ensure that it aligns with your goals at all times
• Adjust your plan and ultimately your asset allocation as your goals evolve and market conditions change
• Provide thorough documentation, consistent follow through, and timely communication
• Help you to make the right decisions, always in the context of your plan
• Give you access to your account information anytime, from anywhere via the Weston Financial Client Portal
• Offer additional financial services as needed, including personal banking, mortgage lending, commercial banking, and trust and estate planning services through The Washington Trust Company and Washington Trust Wealth Management