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Plan

Plan

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. The planning process can help you prepare for and address life goals, such as acquiring a summer home, funding a secure retirement, or paying for your children's education. It can assist you in determining what to do with assets that will not be "consumed" by your life goals, and may be earmarked for charities that you believe in.

By determining where you are today and identifying where you want to go, Washington Trust can develop a plan to help you get there. We offer a continuum of planning services, including comprehensive financial planning, goal-based strategy design, and asset allocation development.

Washington Trust's dedicated team of pro-active wealth management advisors many of whom hold specialized designations such as MBA, CPA, CFP, CFA, ChFC, CTFA, and/or JD - is committed to long-term relationships. To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

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Maintenance

System Maintenance

December 21, 2014
10:00 PM - 11:00 PM

Due to system maintenance, Online Banking and Mobile Banking will be unavailable on Sunday December 21, 2014 between the hours of 10:00 PM and 11:00 PM