Services
Uncompromising quality from a team of experts partnered with you along your financial journey.
Partners on your financial journey.
Washington Trust wealth management clients receive consistently delivered, uncompromising quality from a team of experts who take an unbiased approach to identifying opportunities and developing creative solutions for each wealth situation.
We bring more than 120 years of investment management, estate settlement, and trust administrative expertise to individuals, families, companies, and organizations throughout the Northwest. We are sought out by our clients and their professional advisors for stability, expertise, and unparalleled levels of client service.
Attorneys and tax advisors are assured their clients are managed by a corporate trustee that understands complex and, often, multi-generational financial coordination. Nonprofit organizations and companies can rely on the stability, continuity, and safety with which we manage each client’s portfolio.
Our wealth management team members do not receive commissions directly attributed to any action, fund, or security choice. This straightforward, objective fee structure is easy to understand and readily disclosed.
Proven strategies.
Whether you are looking for investment services or a comprehensive wealth management plan, we can tailor our services to meet your needs. Click on any one of the services mentioned below to learn more.
