Our expertise covers the full spectrum of wealth management, ensuring you have all the resources you need at your fingertips.
Financial peace of mind comes from having a financial plan that helps you live well today, is resilient to changes you will encounter over time, and provides for your retirement, your family’s future, and your objectives for philanthropy. It’s a comprehensive plan designed to support your complete wealth story.
At Washington Trust Wealth Management, we take a holistic view, empowering your goals through a sophisticated approach to investing, banking and lending, fiduciary services, and insurance.
At Washington Trust Wealth Management, we build well-designed portfolios that work across market cycles to support your life and financial goals.
Asset Allocation
Based on your time frame, current holdings, liquidity needs, tax situation, and potential unrealized gains, we develop an asset allocation approach tailored to you that is implemented using equity, fixed income, and other asset classes
Portfolio Construction
Your portfolio is designed using a customized selection of individual securities, and leading third-party managers selected though the analysis and due diligence of our own research team
Tax-Smart
We carefully evaluate each position in your portfolio to make sure that we stay aligned with your objectives while avoiding triggering unnecessary tax events
Portfolio Diversification
For clients who have significant ownership of equity in their own businesses or employers we utilize advanced strategies to build portfolio diversification
Ongoing Monitoring
Results are monitored and measured against expectations and portfolios are adjusted as needed
Proactive Communications
Client communications are open and encouraged including regular meetings with your advisor as well as through the latest secure technologies
Your goals may be to help sustain your family’s wealth across generations, support causes or institutions you care deeply about, or to ensure a loved one with special needs will always have the care they need. Your decisions will need to consider the emotional as well as the practical consequences of each alternative.
At Washington Trust Wealth Management, we offer expert guidance from a team of fiduciary specialists who will look at your entire financial situation when they recommend solutions.
Our experts will establish deep connections with you and your family to develop a flexible trust and estate plan that supports your family and preserves your legacy into the future.
As a chartered trust company, we offer a comprehensive set of fiduciary solutions for individuals and corporations. Your dedicated team members are always ready to help you proactively with any needs you may have.
Effective liquidity management can help you leverage your assets and optimize opportunities. From acquiring your vacation dream home to purchasing that one-of-a-kind artwork, Washington Trust Wealth Management can help meet your banking, mortgage, borrowing, and cash management needs.
Fund your primary or secondary residence or investment property with preferred mortgage rates
Benefit from the expertise of a dedicated account specialist to serve your deposit needs and enjoy convenient digital access to your accounts
Leverage a range of customized solutions to meet your personal, commercial, and securities-based lending requirements
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