WASHINGTON TRUST WEALTH MANAGEMENT

Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services... We provide exceptional proactive and personal service, marshaling the expert resources you require - all with a local, personalized touch. As we grow, we remain steadfastly committed to supporting the communities in which we live and work... Our dedicated professionals hold credentials that include the CFP®, CFA®, CAIA, CTFA, JD, CPA, LLM, MSF, MST, MSFP, MSPFP, CLU®, and MBA designations and degrees.

Primary location: Westerly United States