Why Washington Trust

Smart Advice Client Focus®

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.

Our philosophy

We believe to implement smart wealth management solutions, you need to have a well-designed and personalized plan, tailored to your life situation or your organization’s mission. Your needs are unique, and our Trusted Advisors work with you to listen, and evaluate your complete financial picture, so we can help you reach your financial goals. We focus on achieving your goals with proactive updates that allow you to adapt your financial strategies to changes in your unique circumstances.

Our approach

Our holistic approach to financial planning, investment, and trust and estate planning services will uncover any specific challenges you may need to address, and provide personalized options to manage them. Through attentive listening and thorough analysis, we’ll work closely with you to create solutions based on your specific targets and available resources, resulting in a comprehensive plan designed to help you get to where you want to be in your financial life - for lifestyle, future generations, retirement, or philanthropy.

The Washington Trust Difference

When you’re with Washington Trust Wealth Management, you’re part of a Company that has been providing financial solutions to individuals, families and businesses for more than two centuries. Not only do we offer comprehensive investment management and trust and estate planning services, but we are able to provide seamless solutions for commercial banking, mortgage lending and personal banking, through our parent company, Washington Trust, giving you all that you need, for every stage of your life.

Let’s discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

We build advanced strategies focused on your financial goals.

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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