Wealth Management Planning Tailored to your Needs

Washington Trust has financial experts who can quickly assess and understand your unique situation and plan accordingly. We offer comprehensive wealth management planning and investment management services. Whether you want to save for college tuition or for retirement, whether you want to seize business opportunities or make the right investment, we are ready to be at your side and help you reach the best decision. We provide customized investment management and advisory solutions tailored to your needs. Use our convenient retirement planning calculators to start planning your retirement today!

We offer a continuum of planning services including goal-based strategy design. Our wealth management advisors help you with a personalized investment strategy employing our expertise in asset allocation, security selection and access to the world's top money managers. Finally, we help you with your long-range goals of effectively managing and preserving your assets for future generations. The succession planning process constitutes an important means of ensuring the security and viability of your business in the days to come.

Succession Planning Process for a Secure Tomorrow

If you own a business, succession planning is a critical process to ensure continuity and smooth transition. Life is full of surprises. That is why it is better to be prepared for any eventuality. When you or your partner is not able to steward the business, there should be a ready line of successors who can carry the mantle of leadership. The succession planning process involves a series of steps ensuring the smooth operation of your business in the future. It involves:

Building a leadership/talent pool which you can fall back on
Spotting and developing talent and strengths that would benefit your company
Identifying the best persons suited for key positions in the company
Spending resources on the talent development process

Washington Trust: Strength and stability for 208 years.