Your Trusted Wealth Management Advisor

Wealth management involves more than mere planning and investment strategies. It consists of looking beyond today to see what it will hold for you and your progeny in the future. It consists of establishing long-term legacy goals and actively working towards achieving them. Selecting a trustee to manage and protect your future assets is an important decision. Washington Trust can be your wealth management advisor, committed to finding innovative ways to manage your legacy.

Our team of dedicated wealth management advisors, holding special designations such as MBA and CPA, are committed to long-term relationships with customers. We offer a full range of trust administration services and estate services to help you navigate the complex processes of preserving and maintaining your future assets. Plan today in order to secure the future for your children! Contact us today for immediate help and advice!

Trust Administration Services to Manage your Legacy

A trust or an estate can last for generations and involve complex financial and investment management decisions. That is why it is important to draw on the financial expertise of organizations like Washington Trust, to manage your legacies. We offer continuous professional management and administration of your trust according to original terms and for the benefit of your successors and other beneficiaries. Our trust administration services cover a wide array of services aimed at extending your legacy in the most tax-efficient manner.

As your wealth management advisor, we also offer independent, professional estate settlement services settlement services, including serving as trustee and executor of your estate. Our experts will work with your legal and accounting advisors to implement the day-to-day investment management decisions, maintaining records and making payments. In short, we will take over all the operations involved in the administration of your trust, efficiently and diligently.