Whether you are looking to expand or sell your business or practice, finance a new home or vacation property, develop a wealth management strategy for your family, or establish an estate plan, our Private Clients Group will work with you and other members of our team to prioritize your financial goals and devise a plan for achieving those goals.
Planning, Investment Management, and Trusts
Washington Trust Wealth Management1 offers a range of services to help you manage the hard-earned financial rewards of your profession. These services are designed around a holistic planning approach to help professionals and their families reach their personal financial and life goals.
For Your Business or Practice
We have all the tools you need for successfully building and managing your business including:
For You and Your Business Partners
Borrowing Options
Washington Trust has specially crafted a set of lending solutions to help you fully benefit from your success, including:
Personal Banking Services
Washington Trust offers a full line of personal banking services that are designed to offer you added convenience and special privileges, including high-balance checking accounts with relationship rewards, and preferred rates on CDs and IRAs.
Want to Learn More?
Our Private Client Advisors will work with you to achieve your financial goals for now and into the future. Contact us today.
1Washington Trust Wealth Management® is a registered trademark of The Washington Trust Company, which has licensed its use to its parent, affiliates, and subsidiaries, including Washington Trust Advisors, Inc. Investment products are offered through Washington Trust Wealth Management. Non-deposit investment products are: Not deposits; Not FDIC insured; Not insured by any federal government agency; Not guaranteed by the Bank; May go down in value.
2A Securities-Based Line of Credit will have a minimum loan amount of $250,000; a minimum $250 documentation fee; and a $50 trust annual fee. Under the line of credit, the lendable value of each asset class is up to 90% for treasuries, 80% for qualified bonds, 70% for qualified stocks, and 50% for qualified mutual funds.
Joseph Confessore
Senior Vice President, Commercial Banking & Wealth Management
Our Private Clients Group is your personal connection to the solutions you are seeking for all your financial planning, lending, and banking needs.