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Client Solutions

Financial Planning

Client

Planning is the first step to developing effective wealth management solutions. The planning process can help you prepare for and address life goals, such as making a significant purchase or paying for your child's education. Comprehensive planning also identifies and assesses the potential impact of situations that can have an effect, positive or negative, on your cash flow - market events, unexpected life turns, even a shift in your priorities.

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. To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

Investment Management

The heart of your wealth management plan is your investment strategy. Washington Trust's seasoned investment professionals offer tailored portfolio management solutions designed to bridge the gap between your financial resources and life goals. Our investment managers work in concert to provide our clients with comprehensive asset allocation and investment management solutions through our own experienced experts and access to many of the world's top managers.

While each portfolio is different, we adhere to several fundamental beliefs that drive our investment recommendations:

  • Diversification - Mitigate risk, enhance return
  • Discipline - Proven success yields long term results
  • Best-in-class asset management - Identify and recommend the best solutions whether internally or externally managed
  • Goal Driven Asset Allocation - Strive to achieve an efficient portfolio

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

Retirement Planning

The earlier you start saving for your retirement, the better. But no matter what your age, we can help you design a plan that maximizes your retirement savings while also delivering tax advantages right now. We'll work with you to identify long-term retirement goals and develop investment strategies to meet them. Together we will clearly define your objectives and design a program of investments that considers your future needs.

We'll also help you monitor and fine-tune your plan along the way so it evolves in concert with your needs. We want to guide you in directions that will help you achieve a secure financial future for you, your family and/or your business.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

Trust Services

How do you extend your legacy into future generations in the most tax-efficient manner possible? Washington Trust will work with you to articulate your goals, and offer an array of trust and tax services to help you achieve them.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 or contact us.

Tax Planning

We understand the impact that taxes can have on returns. We'll strive to create a tax-efficient portfolio in order to produce greater after-tax returns. This includes maximizing tax-free and tax-deferred returns, balancing capital gains and losses, and managing the potential impact of the alternative minimum tax.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

Insurance Solutions

Insurance is an important part of any wealth management plan. As independent brokers, we draw on an unparalleled selection of insurance products to structure programs that will provide instant liquidity for an estate tax need, protect a business with key man life insurance, replace an income in the event of death or disability, and more.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

Non-Profit Solutions

Looking to grow your organization's endowment? Need to manage day-to-day banking needs? Washington Trust has the knowledge and expertise to help you accomplish your goals.

Washington Trust has a proven record of outstanding performance in managing endowment and retirement fund portfolios for more than 130 non-profit organizations. As the largest wealth management firm headquartered in Rhode Island, we provide a comprehensive suite of services, including investment management services, trust services, guidance on managing giving programs, seminars for board members and donors, and assistance with the development of policies and procedures, such as gift acceptance and investment policies.

The long-term relationships that we enjoy with non-profit organizations are made possible by our dedication to quality, and the timely and meaningful communications that we provide.

To arrange an appointment at any of our offices or your organization's office, please call 800-582-1076 to contact us.

 

Not insured by the FDIC; not a deposit or other obligation of, or guaranteed by The Washington Trust Company; and, if applicable subject to investment risks, including possible loss of the principal amount invested.

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