Planning is the first step to developing effective wealth management solutions. Washington Trust's dedicated and talented professionals offer a continuum of planning services, including comprehensive financial planning, goal-based strategy design, and asset allocation development. Learn more

The heart of your wealth management plan is your investment strategy. Your personalized investment plan integrates your financial goals with your time horizon, tax situation, risk tolerance, and specific circumstances. Based on these considerations, we build a tax-efficient portfolio for you, employing our expertise in asset allocation, security selection and access to the world's top money managers. Learn more

Wealth management is more than selecting investments. What are your long-range plans? Have you established legacy goals? What about finding innovative ways to manage investment, tax, and estate-based risks? Washington Trust offers a full range of fiduciary services to help you navigate the complex and often emotional decisions that come with protecting your assets for future generations. Learn more