Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services.
We provide exceptional proactive and personal service, marshaling the expert resources you require — all with a local, personalized touch. As we grow, we remain steadfastly committed to supporting the communities in which we live and work.
Through both organic growth and strategic acquisitions, we have built one of New England’s premier boutique advisory groups.
In 2000 we acquired Rhode Island’s then largest independent RIA, Phoenix Investment Management, which brought significant expertise in investment research, strategy, and portfolio management.
In 2005, we grew with the addition of Weston Financial Group, an RIA headquartered in Wellesley, Massachusetts formed in 1979 that specialized in providing comprehensive, goals-based wealth and life management services and the utilization of third-party investment managers to enhance investment portfolio construction.
In 2015 New Haven, Connecticut-based Halsey Associates was added to the Washington Trust Wealth Management family. Founded in 1967, Halsey brought additional expertise in individual equity and fixed income investment portfolio management.
Today, our group operates through an SEC-registered investment advisor and a state-chartered corporation with trust powers. At Washington Trust, we adhere to an ethical code that mandates we act in the best interests of our clients at all times.
Behind Washington Trust Wealth Management is a 220+ year old parent company, recognized as a top-performing company that was named by Forbes as one of “America’s 50 Most Trustworthy Financial Companies.”
Our dedicated professionals hold credentials that include the CFP®, CFA®, CAIA, CTFA, JD, CPA, LLM, MSF, MST, MSFP, MSPFP, CLU®, and MBA designations and degrees.
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