Overview of Services
The Region’s Premier Wealth Advisors
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We are sought out by our clients and their professional advisors for stability, expertise and unparalleled client service levels.
Our clients receive consistently delivered, uncompromising quality from a team of experts who take an unbiased approach to identify opportunities and to develop creative solutions for each wealth situation.
Professional advisors are assured their legal and tax planning for their clients is administrated by a corporate trustee that understands complex and, often times, multi-generational financial planning. Organizations and companies are assured stability, continuity and safety in the management of portfolios.
Our fee-based structure allows for independent and objective decisions, based solely on the financial benefit to our client. No staff member receives a commission directly attributed to any action, fund or security selection. This straightforward, objective fee structure is easy to understand and readily disclosed.