Washington Trust Wealth Management

EST. AUM
$2,392,791,362

CONTACTS
12

CLIENT ACCOUNTS
1,779

Firm Details

Metro area Boston
CRD Number 110407
Website washtrustwealth.com
Client types

Overview

Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast. It provides financial planning, asset management, and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors, and other institutional investors, which they have done for more than a century.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Washington Trust Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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