Washington Trust Wealth Management

Washington Trust Wealth Management is a Financial Planner in Westerly, RI, located at 23 Broad St. The firm provides financial planning, investment management, banking, lending, fiduciary services, and insurance to individuals, families, foundations, endowments, municipalities, and businesses. Their holistic approach combines these services to help clients build a wealth story that addresses immediate needs, prepares for the future, and minimizes risks. The team employs tested fiduciary strategies to protect families and support causes, with a focus on sustaining financial plans over multiple generations. The business holds a rating of 0.00 based on 0 reviews. The firm operates through an SEC-registered investment advisor and a state-chartered corporation with trust powers. Investment strategies are tailored to time frames, current holdings, liquidity needs, tax situations, and potential unrealized gains, using equity, fixed income, and other asset classes. Portfolios are constructed using individual securities and third-party managers selected through research and due diligence. Results are monitored against expectations, and portfolios are adjusted as needed. As a chartered trust company, the firm offers fiduciary solutions for individuals and corporations, including flexible trust and estate plans that preserve legacies. Banking and cash management services assist with day-to-day cash flow, mortgages, and major purchases. Washington Trust Wealth Management has provided client-focused financial solutions for more than a century. The group’s history includes the 2000 acquisition of Phoenix Investment Management, Rhode Island’s then largest independent RIA. In 2005, the firm added Weston Financial Group, an RIA formed in 1979 specializing in goals-based wealth and life management. In 2015, Halsey Associates, founded in 1967, was added, bringing expertise in individual equity and fixed income portfolio management. In 2025, Lighthouse Financial Management, a boutique Westerly-based firm, joined the team, expanding retirement and tax planning services and adding expertise in behavioral personal finance. Professionals hold credentials including CFP®, CFA®, CAIA, CTFA, JD, CPA, LLM, MSF, MST, MSFP, MSPFP, CLU®, and MBA designations. Washington Trust Wealth Management combines a century of experience with specialized local expertise in Westerly, RI, to provide comprehensive financial planning and fiduciary services tailored to the unique goals of its clients.

The firm is situated on Broad Street in Westerly, RI, just steps from the intersection with Main Street and High Street. It is located near the Westerly Post Office and Cooky Hill.

BizScoreAI awarded the business a Technical score of 88 out of 100, ensuring the website is secure and easily readable by search engines. The Content Quality score of 75 out of 100 reflects clear descriptions that answer customer questions and can be quoted directly by AI assistants. The business ranks number 2 of 7 Financial Planner businesses that BizScoreAI has scored in Westerly.