Washington Trust
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
20 William St Ste 135, Wellesley, Massac...Phone Number
(781) 235-7055Website
www.washtrustwealth.comRevenue
$38.3 MillionIndustry
About Washington Trust
Weston Financial, founded in 1979, is an investment and wealth management firm specializing in personalized financial planning services. The company focuses on serving executives and high net worth individuals with comprehensive financial solutions including equity compensation strategies, tax planning, asset allocation, retirement planning, and philanthropic advising. Weston Financial operates as part of Washington Trust Wealth Management, offering both business-to-business and business-to-consumer services through multiple locations across North America. The firm provides specialized expertise in managing concentrated stock positions, developing exercise strategies for stock options, and creating comprehensive financial plans that align resources with clients' long-term financial goals.Explore more
Washington Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Washington Trust
$38.3M
51-200
Private
-
1979
SD
Stephen DaCostaVice President, Divisional Controller and Senior Administrative Officer
<$5M
51-200
Private
-
1998
CL
Charles LiebermanPartner and Portfolio Manager and Chief Investment Officer
Washington Trust Tech Stack
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Weston Financial, founded in 1979, is an investment and wealth management firm specializing in personalized financial planning services. The company focuses on serving executives and high net worth individuals with comprehensive financial solutions including equity compensation strategies, tax planning, asset allocation, retirement planning, and ph... Read More
