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Advisor Insights

Advisor Insights

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

A Personal Testimonial from Pete Stanton, Washington Trust Bank CEO, for Wealth Management & Advisory Services
Managing Wealth Challenges Over a Lifetime
Goals Based Investment Management: Keeping it Objective
Multigenerational Wealth: Collaboration and Coordination
Administering Special Needs Trusts
Charitable Giving: Considerations Prior to Sale of a Business
Multigenerational Wealth: Lead with Financial Planning: Sale of a Business
Financial Planning
Supporting Our Clients: A Message from the Director of WM&AS
Supporting the Sale of a Business: Managing Wealth Before, During, and After
Preserving Wealth After Losing A Spouse

Additional Insights

Wealth Management Insights
Testamentary Trusts

Providing Lifetime Financial Security for Your Family or Other Loved Ones

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Wealth Management Insights
Retirement Considerations

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

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Wealth Management Insights
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 it will likely be the state that will want to administer the estate, and in some cases tax the estate.

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Wealth Management Insights
Navigating An Estate Plan

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

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Wealth Management Insights
A Team Approach

Working together for over twenty years, Donna and Joyce work as a team to support their clients' wealth management plans. Not only do they team together to make sure that one or the other is always available to a client request or requirement, but they work together to define the best plan of action in financial planning for their client by engaging both our Senior Financial Planner and Senior Portfolio Manager to support their clients and attain a successful client focus.

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Wealth Management Insights
Financial Advisors and the Fiduciary Rule

Working together for over twenty years, Donna and Joyce work as a team to support their clients' wealth management plans. Last year, the Department of Labor (DOL) issued a new ruling requiring that most financial professionals who provide advice on retirement investments must 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.

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