About Washington trust wealth management
Washington Trust Wealth Management: Building Your Entire Wealth Story
Washington Trust Wealth Management is a leading financial services company that provides comprehensive wealth management solutions to individuals, families, and businesses. With over 200 years of experience in the industry, Washington Trust has established itself as a trusted partner for clients seeking personalized financial advice and investment strategies.
At Washington Trust, we understand that every client has unique financial goals and objectives. That's why we offer customized solutions tailored to meet your specific needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth through strategic investments, our team of experienced professionals can help you achieve your goals.
Our Approach
At Washington Trust Wealth Management, we believe in taking a holistic approach to wealth management. We work closely with our clients to understand their current financial situation and develop a comprehensive plan that aligns with their long-term goals. Our team of experts includes certified financial planners (CFPs), investment advisors, estate planning attorneys, tax specialists and insurance professionals who work together seamlessly to provide integrated solutions.
We begin by conducting an in-depth analysis of your current assets and liabilities as well as your income sources and expenses. This helps us gain a clear understanding of where you stand financially today so that we can develop an appropriate strategy for achieving your future objectives.
Once we have established a baseline understanding of your finances, we work with you to identify short-term and long-term goals such as retirement planning or college savings plans. We then create an investment portfolio designed specifically for you based on factors such as risk tolerance level and time horizon.
Our Services
Washington Trust offers a wide range of services designed to help clients build their entire wealth story:
1) Investment Management: Our team works closely with clients to design customized portfolios based on individual needs while also providing ongoing monitoring & rebalancing services.
2) Financial Planning: We offer comprehensive financial planning services including retirement planning & income distribution strategies.
3) Estate Planning: Our estate planning attorneys provide guidance on wills & trusts while also helping clients minimize taxes & protect assets.
4) Tax Planning: Our tax specialists help clients navigate complex tax laws while minimizing tax liabilities.
5) Insurance Solutions: We offer life insurance policies designed specifically for high net worth individuals along with other insurance products like disability insurance & long term care coverage.
Why Choose Us?
There are several reasons why Washington Trust is the right choice when it comes to managing your wealth:
1) Experience - With over 200 years in business serving Rhode Island communities since 1800
2) Expertise - Our team includes certified professionals from various fields including finance law accounting etc
3) Customized Solutions - Every client receives personalized attention tailored specifically towards their unique needs
4) Comprehensive Services - From investment management estate planning tax preparation etc all under one roof
5) Trusted Partner - Clients trust us because they know they can rely on our expertise integrity transparency confidentiality etc
Conclusion
In conclusion Washington trust is the perfect partner when it comes managing one's finances whether it be investing saving or protecting assets from unforeseen circumstances like death illness accidents etc . With its experienced staff expert knowledge customized solutions comprehensive services trusted reputation there really isn't any reason not choose them!