Investment services to do more with your money.
WTB Investment Services
The products and services on this web page are being offered through Cetera Investment Services, Cetera Investment Advisors, or its affiliates, which are separate entities from, and not affiliates of, Washington Trust Bank.
WTB Investment Services is located at Washington Trust Bank. Our promise to our clients and prospective clients is that you’ll always work with someone who cares and in whom you can trust. As registered representatives, we take time to get to know you and your goals, helping you pursue clarity in investing.
Who should seek advice?
WTB Investment Services offers solutions and advice to anyone seeking guidance for new or current investments. We’ll help you take stock of your unique financial circumstances and work closely with you to learn about your future goals. After we’ve asked all the right questions, we’ll offer creative, personalized solutions that fit your unique financial situation, and we’ll share our knowledge and experience to help you make the best decisions for your needs.
We’re proud of the work we do and the relationships we build. When you work with us, your goals become our goals.
WTB Investment Services specialties include:
- Annuities.
- Brokerage services.
- Education funding (529 or Coverdell).
- Fee-based planning.
- Individual retirement accounts (IRAs).
- Life / long-term care insurance.
- Mutual funds.
- Retirement planning.
- Stocks / bonds.
Before advocating any products, we’ll help you conduct a comprehensive review of your individual financial situation to ensure that a particular solution is right for you. Our investing philosophy is built on transparency and research. We won’t make the decisions for you; we’ll give you the tools and confidence you need to decide what’s right for you.
Partnering with WTB Investment services.
If you’re looking for a trustworthy partner who’ll be with you during every step of the financial planning process, we’re ready for a conversation. Call us at
800.927.0023 to speak with one of our team’s registered representatives.
