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ALERT

As of May 4, 2021, PPP funding has expired.

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Advisor Insights

Advisor Insights

Our advisors are highly credentialed, subject matter experts providing important and relevant information to clients.

Always Start with Financial Planning
A Personal Testimonial from Pete Stanton, Washington Trust Bank CEO, for Wealth Management & Advisory Services
Multigenerational Wealth: Collaboration and Coordination
Administering Special Needs Trusts
Multigenerational Wealth: Lead with Financial Planning: Sale of a Business
Financial Planning
Preserving Wealth After Losing A Spouse

Additional Insights

Testamentary Trusts

Providing lifetime financial security for your family or other loved ones.

Read more about testamentary trusts
Retirement Considerations

Creating a retirement plan that works specifically for you and your needs is more than just picking stocks and bonds.

Read more about retirement considerations
Are you living in the friendliest state for estate taxes?

Most people have a home state where they live, vote, hold a driver's license and file their taxes. When they pass away, that will likely be the state that will want to administer the estate, and in some cases tax the estate.

Read more about estate taxes
Navigating An Estate Plan

Working as a partner with the family and our client's legal counsel as they create their wealth plan, we can participate in the review of drafting to ensure that all variables can be appropriately implemented to administration.

Read more about navigating an estate plan
A Team Approach

Donna Bernard and Joyce Cutler have worked together for more than 20 years to support their client's wealth management plans. They work as a team to make sure someone is always available to answer a client request or requirement, and also to define the best plan of action in financial planning for their client by engaging our Senior Financial Planner and Senior Portfolio Manager to support their clients needs and attain a successful client focus.

Read more about Washington Trust’s team approach
Financial Advisors and the Fiduciary Rule

The Department of Labor (DOL) now requires most financial professionals who provide advice on retirement investments to act as fiduciaries, meaning they are legally and ethically required to act in the best interest of their clients. Prior to this, most advisors acted under a 'suitability standard' which gave advisors more wiggle room.

Read more about fiduciaries