Washington Trust Bank







mature couple relaxing in hammock outdoors
wealth management

Proven strategies for investment success.

Our clients receive uncompromising quality and sound advice from a team of experts.

two men sitting on steps looking at cell phone gps
wealth management

Proven strategies for investment success.

Our clients receive uncompromising quality and sound advice from a team of experts.

grandma, daughter and son sitting together happy
wealth management

Proven strategies for investment success.

Our clients receive uncompromising quality and sound advice from a team of experts.

Trust is more than part of our namE — it’s a promise we keep.

Wealth Management services
at Washington Trust.

When it comes to wealth management, we’re not just a bank — we’re experts invested in you and your long-term financial wellbeing. Our dedicated advisors are ready to jump in and understand your goals, assets, challenges, and options. We’ll develop customized, sophisticated strategies to build and safeguard your wealth for the long run, acting as trusted financial experts and an extension of the family when needed.











3

Economic updates and perspectives.

The latest information about the economic environment, as shared by our in-house experts. Sign up to receive our latest articles about managing money, building wealth, and enhancing your financial knowledge.
Wealth Management
Estate Planning & Charitable Giving: Expert Strategies for Your Legacy
Washington Trust partnered with Cascade PBS to present an Estate Planning Education...
Washington Trust Bank Weekly Economic Perspectives
Economic Updates
Economic Perspectives - 02/14/25
Perspectives. Last week's Perspectives section examined new business applications ...
WTB News
Washington Trust expands Community Reinvestment Act lending team
Press Release Date: February 13, 2025Contact: Drew Repp, Public Relations Strategist...

privately owned. locally invested.

Why choose us?

Unique from most, our Wealth Management & Advisory Services offer a full array of financial services to meet any wealth planning requirement — all under one provider. By focusing on building effective, long-term relationships, our collaborative process helps us identify each client’s financial priorities and goals. We then develop customized wealth management strategies to help them reach those goals.

Stability and integrity.
  • Established 1902.
  • Four generations of Stanton family ownership.
  • Largest, closely held commercial bank in the Northwest.
  • Continued profitability.

A full array of services.
  • Investment management.
  • Estate settlement.
  • Trust administration.
  • Family office services.
  • Charitable administration.
  • Retirement and financial planning.
  • Custodian and safekeeping.



senior woman on laptop in living room

Unparalleled expertise and communication efficiency.
  • Senior officers empowered to make decisions, allowing accountability and efficiency.
  • Experts in each advisory.
  • Salaried officers — no commission or sales environment.
  • Senior officers are credentialed to meet highly sophisticated requirements: attorney, Certified Financial Planner,™ Master of Taxation, LL.M., Chartered Financial Analyst,® Certified Trust and Fiduciary Advisor, Certified Investment Management Analyst.®

Regional efficiency.
A Northwest operation with convenient offices in Spokane, Seattle, Bellevue, Portland, Boise, and Coeur d'Alene.

Independent, best-of-class investment advisory.
  • Global expertise.
  • Institutional sophistication.
  • Fee based.
  • Portfolio managers are regionally based in the Northwest.
  • No proprietary funds or inventory.
  • No affiliation with any investment company or fund.

Your financial journey’s a safe one with us.

graph icon showing upward trends
Investment Management

We’ll tailor investment strategies to your goals and ensure the best possible returns.

two hands exchanging a coin
Trust Administration
Safeguard assets and plan for a seamless transfer of wealth across generations. 

a document icon
Estate Settlement
Settle estate affairs with peace of mind and the support you need at every step of the way.
a piggy bank with a coin
Charitable & Nonprofit Administration

Streamline your charitable trust with personalized management services and a knowledgeable team by your side.

three vertical slider dials
Individual Retirement Planning & Employee Benefits Administration
Tailored retirement solutions and expert employee benefits management.










group of people's hands pointing to charts and graphs on tabletProven investment strategies.

We put a solid investment philosophy to use, based on a smart mix of unbiased and active decisions, asset allocation, and diversification.
Asian man shaking hand with black woman and a second woman standing nearby

Connect with a local expert.

Our local team of wealth advisors know what it means to be a financial partner. With locations throughout Washington, Idaho, and Oregon, your finance experts are also your neighbors.

What's the first step?

mature woman on tablet



Connect with an advisor.


  • It starts with relationships.
    Our wealth management advisors build effective, long-term relationships with our clients and deliver sound advice and guidance to realize your goals.
  • Tailored strategies.
    We collaborate with our clients to develop sophisticated strategies custom for each individual, organization, or company.
  • Right around the corner.
    With locations throughout Washington, Idaho, and Oregon, you can stop in anytime or pick up the phone to chat with a real, local human.
























Aerial image of a forest
Washington Trust Bank employees volunteering in Spokane, WA.

We love lending a hand.

Sure, we’re bankers by profession, but we’re humans at heart, and serving our neighbors gives us real purpose. By donating time, funds, and talent, the people of Washington Trust help our communities thrive.