Who We Serve

Individuals & Families

When you work with a dedicated Washington Trust Wealth Management team, you have the confidence and peace of mind that all aspects of your wealth story are well managed.

We craft and implement customized plans to address the complex goals of individuals and their families. With decades of experience, we bring a unique and time-tested perspective to help meet the needs of business owners, corporate executives, professionals, retirees, and families of multigenerational wealth.

No matter where you are in life, we can help

Business Owners & Professionals

We see more than just your business.

  • We see options for creating liquidity from your business or practice
  • We see a solution to helping you care for elderly parents
  • We see a clear path for leaving a legacy to your children
  • We see a giving plan that brings your passion for philanthropy to life

Corporate Executives

We know what drives your success.

  • You seek guidance on your equity-based compensation
  • You need to put your children through college
  • You want the security that a living trust and estate plan can provide
  • You hope to retire early and start your dream business

Businesses or Professional Practices

We support you in growing your business or professional practice.

  • We provide solutions to help your business thrive
  • We coordinate resources and other professional advisors
  • We help you develop a clear succession plan
  • We help you navigate the financial complexities of your practice


We help you stay true to your retirement goals.

  • You need ample income throughout your golden years
  • You want to achieve your goal of traveling the world
  • You dream of bestowing a significant legacy to future generations
  • You hope to give back to the causes you care about most

Family Wealth

We help simplify the complex.

  • We help you seamlessly manage wealth transfer
  • We provide special needs trust fiduciary services
  • We promote multigenerational financial planning
  • We deliver banking and cash management solutions to meet your family’s needs


We understand the unique challenges institutions face in fulfilling their missions and meeting the needs of a broad range of constituents. That’s why leading endowments, foundations, retirement plan sponsors, and other institutional investors rely on Washington Trust Wealth Management to deliver exceptional investment management capabilities and unparalleled levels of service. With Washington Trust Wealth Management, you will partner with professionals who appreciate the needs of your organization and will focus on helping your organization meet its short-term and long-term financial goals.

Non-Profit Organizations

We help support your mission.

  • We help you preserve capital while meeting your spending objectives
  • We provide hands-on guidance to your board and investment committee
  • We help you manage your giving programs and build relationships with potential donors
  • We provide advice and consultation on reporting, regulatory, fiduciary, and other administrative requirements

Retirement plan sponsors

We help you meet your plan requirements prudently.

  • You strive to fulfill your plan fiduciary responsibilities regarding investments
  • You want a competitive array of investment options and ongoing oversight
  • You look for support, guidance, and advice to help your employees achieve their retirement goals
  • You need a dedicated client service team to ensure your plan needs are met

State and municipal entities

We deliver investment management and advisory services to meet your entity’s needs

  • We utilize our expertise and capabilities to meet all your investment management requirements
  • We are experienced with a wide range of qualified and non-qualified defined benefit and defined contribution plans
  • We understand the need to meet current and projected benefits, while also achieving the desired funding status
  • We provide a high level of service and resources on a local level