Exceptional service and exclusive banking benefits
Managing your finances can be a complex and time-consuming task. That's why it's important to choose a bank that not only has the expertise necessary to help you achieve your financial goals, but one that will take the time to understand your unique situation.
Washington Trust's Private Bankers provide exceptional service and exclusive banking benefits to busy professionals and individuals with complex financial needs. Our Private Banking clients receive a combination of sophisticated financial counsel and personalized, old-fashioned service.
At Washington Trust Bank, we've been serving clients in the Northwest since 1902. Our team of seasoned professionals offer an unparalleled level of knowledge in areas ranging from estate planning and tax law to trust administration and employee benefit plans.
Keeping an eye on your goals
Some of the most important decisions you'll ever make are those that preserve and enhance your wealth. Your assets may currently be managed by several professionals, but who is looking at the big picture? At Washington Trust Private Banking, we believe that prudent wealth management involves managing your credit in addition to your investment holdings.
With a full understanding of your financial objective, your banker will utilize the specialists and resources of Washington Trust Bank, in addition to your outside advisors, to offer assistance on any financial matter.
Your Private Banker is your personal contact at the bank, with the knowledge and authority to act quickly on your behalf.
The states of wealth
Each person is in at least one - and usually more - of the four stages of wealth:
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Building Wealth
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Using Wealth
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Managing Wealth
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Transferring Wealth
No matter which financial stage you're in, the advice and counsel of the Private Banking team will be well researched, timely and relevant to your particular situation.
Exceptional Services
As a Private Banking client, you receive exclusive banking benefits. Take advantage of any or all of our services, or let us develop a customized solution to meet your needs.
We offer customized credit facilities for:
Our commitment to you
Private Banking at Washington Trust represents a commitment to you and your financial goals.
We believe in building strong relationships by providing personal attention, superior service, and a comprehensive range of innovative financial solutions.
We're there when you need us. All it takes is a telephone call to transfer funds, obtain an advance on your personal line of credit or set up a meeting with your Private Banker -- a trusted advisor who is dedicated to meeting with you any time, any place.
A relationship you can trust
As a Private Banking customer, you become part of a financial institution that has served individuals and businesses in the Northwest for generations. Discover what a difference personal service can make when it comes to building and preserving your wealth.
