Weston Financial

Smart Advice Client Focus®

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

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


Contact Weston Financial

glasses on a table

Access your Weston Financial account information through our secure online portal.

Client Portal Log In

Subscribe to Our eNewsletter
Loading

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