SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
AT WASHINGTON TRUST, WHAT WE VALUE IS YOU ®.
Living your life well, planning your family’ s future, and establishing your legacy are goals you set. Our complete approach to wealth management helps you get there.
At Washington Trust Wealth Management, our clients come first. We believe the best wealth plans are collaborative, comprehensive and coordinated— designed to help meet your immediate needs, prepare for the future and minimize risks. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, full trust services, and access to banking and lending solutions.
800-582-1076 | washtrustwealth. com Westerly, Narragansett, Providence, RI Wellesley, MA | New Haven, CT
Backed by the strength and stability of our 225-year-old parent company, Washington Trust, we have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities and businesses for more than a century.
Let us work with you to write your complete wealth story. Together, we’ ll craft a strategy that is actionable and dynamic, continually evolving to address the changes in your life. We provide exceptional proactive and personal service, marshaling the expert resources you require— all from trusted advisors who care.
Call us today at 800-582-1076 or visit washtrustwealth. com to learn more.
Washington 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.
138 RHODE ISLAND MONTHLY I AUGUST 2025