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Washington Trust Wealth Management

Washington

Recognized as one of the region's premier wealth management firms.

Is this resource a good fit for you?

If you are looking for a wealth management firm in the New Haven area.

Description

Washington Trust Wealth Management is an industry leader that provides smart, customized advice and attentive service to its high net worth clients. Today, Washington Trust manages $6.7 billion* for wealthy individuals, endowments, foundations, retirement plan sponsors and other large institutions.

Services

  • Investment Management
  • Trust and Estate Planning
  • Qualified Plan Services
  • Tax Planning
  • Securities Based Lending
  • Philanthropic Giving
  • Financial Planning
  • Retirement Planning
  • Non-Profit Solutions
  • Insurance Solutions
  • Insurance
  • Corporate Benefit Planning
  • Banking Services

Contact Info

Contact: Thomas Beirne lll

Street: 265 Church Street

City: New Haven

State: CT

Zip: 06510

Phone: 203-772-0740

Website: Washington Trust

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