Smart Advice Perspective
Washington Trust manages $6.5 Billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutional investors. *As of 9/30/18
As a part of a two centuries old financial services firm headquartered in Rhode Island, Washington Trust has earned its highly regarded reputation by providing smart advice with client focus.
Drawing on a broad, comprehensive suite of services, we provide smart advice and attentive service to each of our clients. Our 100+ professional advisors hold many industry-specific credentials including MBA, JD, CPA, CFA, CAIA, CFP, RLP, MST, MSFP, MSPFP and the CLU designations.
Washington Trust Wealth Management offers customized solutions that meet our clients' changing needs over time. Our holistic approach and sophisticated strategies aim to mitigate risk and enhance returns.
We build advanced strategies focused on your financial goals.
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Washington Trust Wealth Management
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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency